Analysis

• A match, a spark! - the MA ignites UK lifers' investment appetites

  02 May 2022

  The MA has given UK lifers about £400bn of capital benefit since 2016 - and more fruitful use of it to invest in the real economy could yet come, if HM Treasury's proposals are enacted. David Walker investigates

  

• CFO interview: navigating China's regulatory and growth currents

  29 April 2022

  As chief financial officer at AIA Life Insurance in China, Leo Ng is used to being the fastest-growing unit of the Australasian insurance giant. He tells David Walker of the opportunities, and challenges, in Mainland China.

  

• China's Insurance Industry (almost) in eight charts

  27 April 2022

  David Walker draws on diverse data sources, to chart eight exhibits that give glimpse into the insurance industry of the world's most populous country and second largest economy

  

• Reasons to be cheerful as US CIOs doubly thankful for property's yield and inflation protection

  25 April 2022

  Four Insurance CIOs describe at the Insurance Asset Risk 2022 real asset conference how they moved into real assets primarily for yield, but now see the asset class as a great hedge against inflation, too. Vincent Huck reports

  

• Allianz sees promise, in a life of less promises

  22 April 2022

  Once, lifers gave CEOs headaches and ate up their capital. But now, David Walker finds, it's their CEOs hungry for more, in a 'capital-lite' world

  

• 'R': the answer to the Ultimate Question of Life, The Universe, and Everything (insurance)?

  20 April 2022

  Two economists disagree on current levels of recessionary risk during the Insurance Asset Risk 2022 Real Assets conference. Vincent Huck reports

  

• Ratings agencies have 'positive outlook' on China's C-Ross Phase II

  18 April 2022

  Fitch and Moody's tell David Walker Phase II new rules may lower average solvency ratios, but they will lift risk- and capital management, including for investments, at insurers

  

• Lloyd's syndicates reveal investment fortunes - or lack thereof - in 2021

  13 April 2022

  From low rates to rising inflation, ESG to net zero, syndicates' CIOs have their hands full in 2022. David Walker reports

  

• APAC nations boost green bond efforts to satisfy insurers' demand

  11 April 2022

  APAC's insurers tell David Walker they want more green and sustainable bonds - including more of the high-quality paper from their own neck of the woods

  

• The Asian hedge against stagflation, according to Peak Re chief economist

  06 April 2022

  Clarence Wong highlights the strong economic outlook for APAC at Insurance Asset Risk Investing in Real Assets conference 2022, and why the region's real assets are a source of opportunities for insurers globally. Vincent Huck reports.