Analysis

• Arena Capital the smooth operator

  19 September 2022

  High yield is usually associated with high risk. But Arena Capital is showing it need not be so—it has produced stellar returns for insurers in recent times and in doing so smoothed out some of the volatility associated with the asset class. Sarfraz Thind reports

  

• TC Wilson: the reluctant CIO

  14 September 2022

  Never one to shirk a challenge, TC Wilson has gone from a finance sceptic to manage the funds for the US's largest physician-owned medical malpractice insurer. He tells his story to Sarfraz Thind

  

• Do rising rates signal a volte-face by reinsurers on illiquid assets?

  12 September 2022

  With RVS in Monte Carlo well underway, Abbie Wood spoke to industry experts to learn how rising interest rates could push reinsurers away from the illiquid assets from which they once sought yield... but not all the experts agree.

  

• At the ready - what APAC insurers should consider as new IFRS standards approach

  12 September 2022

  Max Davies and Francisco Sebastian of Wellington Management discuss with David Walker how IFRS standards stand to affect insurers in APAC, and beyond, and the various aspects of their businesses underwriters should be considering, to best position themselves for the change

  

• The NAIC's alternative to agency ratings

  07 September 2022

  Ahead of the end of the public comment period next week on potential changes to the NAIC's reliance on rating agencies, Amnon Levy and Bill Poutsiaka explore the implications of such changes for insurers

  

• Biden's Infla... Investment Reduction Act?

  05 September 2022

  The US Chamber of Commerce has criticised President Biden's Inflation Reduction Act, warning that it will "discourage investments" and "undermine economic growth", but do the means justify the ends when it comes to ESG? Abbie Wood finds out

  

• Solvency II review rapporteur gets spiky with EIOPA

  31 August 2022

  European members of parliament are back from their summer holidays, and there promises to be a heated debate on Solvency II before the review even goes to trilogue. Vincent Huck reports

  

• Hedge funds back in vogue

  29 August 2022

  Derided for years by insurance investors, hedge funds are back in fashion. Could it be the revival of a beautiful friendship? Sarfraz Thind asks

  

• Investment horizon broadens in Asia as rates rise

  25 August 2022

  As rates finally rise again, new investment opportunities are gradually re-opening for the region's CIOs, as David Walker finds out

  

• Residential on the rise

  23 August 2022

  Residential assets are a hot topic, but is the trend in conversation correlated to a trend in asset allocation? And do these assets really provide the inflation protection that some hope for? Abbie Wood asks