Analysis

  • Inflation not as much of an issue as rates

    12 October 2021

    Panellists at Insurance Asset Risk 2021 Americas discuss inflation risk, and their hope for a rise in rates. Vincent Huck reports

  • IAR Americas: Post-pandemic investment lessons part II

    07 October 2021

    Insurers discuss the growing importance of private markets in their portfolio at Insurance Asset Risk Americas 2021 conference. Compiled by Abbie Wood.

  • Fossilised investments

    05 October 2021

    The US insurers' portfolios remain heavily skewed to oil, gas and coal assets. Even as the clamour for net-zero grows, where is the insurance business going with fossil fuels? Sarfraz Thind reports

  • Comment: A good compromise is one where no one is happy

    29 September 2021

    Carlos Montalvo Rebuelta analyses the European Commission's proposals for the Solvency II review, in particular those changes that have been flying under the radar of public debates.

  • Real estate debt, not out of the woods yet

    27 September 2021

    While real estate debt portfolios have performed well in the last 18 months, investors are acutely aware that their life support in the form of QE programmes is reaching its limit. So what next? Vincent Huck reports

  • IAR Americas: Post-pandemic investment lessons

    22 September 2021

    Insurers share their lessons from the pandemic and its impact on markets at Insurance Asset Risk Americas 2021 conference. Compiled by Abbie Wood.

  • The Viking's tale

    21 September 2021

    Vikings liked conquering things, so it surprised David Walker little that Nordic insurance CIOs vanquished 2020's turbulent markets

  • BTPs - the love affair Italian CIOs can't quite let go of...

    16 September 2021

    Italians love their domestic government bonds, and although regulators beg for diversification, CIOs are in no rush to let go. Abbie Wood reports

  • There isn't one straight road to net-zero

    14 September 2021

    Swiss Re's head of responsible investing, Claudia Bolli, discusses the numerous hurdles in the reinsurer's path towards net-zero by 2050. Interview by Vincent Huck

  • Net-zero made in USA

    09 September 2021

    Net-zero investing may not occupy every waking moment of CIOs at insurers in the US yet, but it is definitely on their minds, and radars, as Conning's Matt Daly tells David Walker