Analysis

  • CIO interview: Tweaks around the margins in times of volatility

    08 June 2022

    David Czerniecki, chief investment officer at Nassau Financial Group, in the second part of a two-part interview, discusses the current environment of inflation, rising rates and a potential recession, and how these impact today's investment decisions

  • From Lincoln to COVID - Insurance investing is a long-term game

    06 June 2022

    David Czerniecki, chief investment officer at Nassau Financial Group, discusses in the first part of a two-part interview, his focus since joining the group in 2019, and how to hold your breath through a global pandemic.

  • From Goldman Sachs point of view....

    31 May 2022

    Mike Siegel, global head of Goldman Sachs Insurance Asset Management, discusses the acquisition of NN IP - the single largest acquisition Goldman Sachs has made since 2000. Interview by Vincent Huck

  • Putin rams spanner into 2022's recovery

    25 May 2022

    Late last year Generali predicted that "our social and economic lives will slowly normalise in 2022", and described the threat of stagflation as "overrated". Russia's invasion of Ukraine in February scuppered any chance of that normalisation.

  • Stomaching volatility

    24 May 2022

    Volatility, volatility everywhere and not a time to think. Guardian Life's CIO, Jean LaTorre, is dealing with what could be an unprecedented year of market storms, just two years into the job. Sarfraz Thind reports

  • Fossil remains - why coal, oil and gas are still insurers' 'dirty little secret'

    19 May 2022

    Whisper it quietly, but old energy investments may have been a dividend-godsend to many CIOs starved of yield elsewhere, David Walker discovers

  • The tumultuous energy transition

    16 May 2022

    Moving from fossil fuels to renewable energy is a transition filled with tumult as investors are mired in questions of renewable capabilities and 'just transitions', the audience at Insurance Asset Risk Real Asset 2022 conference hears. Abbie Wood reports

  • The pain in Spain

    11 May 2022

    MedVida offers remedy to low yields and high life-book promises as it aims to be 'cornerstone consolidator' in Spanish market, David Walker reports.

  • Winds of war prove further tailwinds for Generali Global Infrastructure

    09 May 2022

    The task Generali set itself to help 'rebuild Europe' after COVID-19, focused mainly on infrastructure, has arguably taken on extra importance - and opportunity - David Walker discovers

  • Forward-thinking - what's on the mind of Teddy Au Yeung, China Taiping Life's CFO

    04 May 2022

    From the reality of C-Ross Phase II to considering virtual reality for recruitment and claims assessment, Chinese CFOs have lots on their minds, as David Walker found out speaking with China Taiping Life's Teddy Au Yeung