Analysis

  • Infrastructure: a very American need

    16 November 2021

    US insurers have shown willingness to put money into infra - an exceptionally stable asset class. But they are being hamstrung by the antiquated regulatory capital structure in place. Sarfraz Thind reports

  • Net-zero outsourcing - will 'great minds think alike'?

    10 November 2021

    Net-zero insurers describe to David Walker a future of working only with asset managers that can show they are committed to the same goal

  • The Right Stuff - and the 500 asset managers that have it, for CIOs

    08 November 2021

    Europe's insurers have over 500 asset managers helping make their investments, new outsourcing research report reveals. David Walker surveyed the landscape and found many hands make for good work

  • A 100% charge on fossil fuels investments - capital punishment, or capital idea?

    04 November 2021

    More than 150 academics, economists and think-tanks are advocating a 100% capital charge on backing expanding and seeking fossil fuel reserves. Finance Watch, co-ordinator of an open letter explaining it, spoke with David Walker

  • Net-zero on a transatlantic journey

    01 November 2021

    The concept of net-zero investment portfolio is slowly reaching US shores. Abbie Wood takes the pulse of insurance investors' approach to the idea.

  • IAR Americas: Cautious optimism in credit markets

    27 October 2021

    Since the health crisis of COVID-19 snowballed into an economic crisis, credit markets have seen their base shaken, but insurers retain some confidence, not without caution though. Vincent Huck reports

  • IAR Americas: Building bridges between public and private

    25 October 2021

    Fireside chat with David Agnew, director of government affairs for Macquarie, and former director of intergovernmental affairs for President Obama

  • Prudential versus accounting balance sheets - and their investment implications

    21 October 2021

    Panellists tackle accounting and IBOR developments during the Insurance Asset Risk 2021 EMEA conference. Vincent Huck reports

  • Road to sustainability not as straight as Route 66

    18 October 2021

    The journey to sustainable investing will be longer and more arduous for US insurers than those in other geographies given the plethora of smaller, under-resourced companies in the country. Sarfraz Thind reports

  • CIO interview: Illiquidity irrelevant, it's the complexity that matters

    13 October 2021

    Anup Agarwal, CIO at Global Atlantic Financial Group, discusses trends in illiquid markets on the back of COVID-19, and why complexity is more important than illiquidity. Interview by Vincent Huck