Analysis

  • What is driving real asset investment decisions?

    23 June 2021

    In an increasingly complex environment where returns can be scarce one could have expected CIOs to give answers based on fundamentals, but instead, their investment decisions seem to be driven by a greater cause - purpose, as Vincent Huck finds out

  • How institutional investors can play a greater role in global trade financing

    21 June 2021

    Gareth Mee, global head of investment advisory, and Richard Wilson, investment advisory manager, at EY explore the opportunity for insurers to help bridge the trade finance gap and make a positive contribution to the global economy's growth and resilience.

  • Insurers should embrace green infrastructure to support post-pandemic recovery

    16 June 2021

    Jerome Haegeli, group chief economist at the Swiss Re Institute, reflects on a year of lockdowns, its impact on our thinking around environmental issues, and the key role institutional investors will play in a green recovery.

  • The real deal - Europe's insurers primed for G7 infrastructure plan

    14 June 2021

    Leaders of the 'G7' economies announced the 'Build Back Better World' global infrastructure programme, a 'step-change' in their approach to 'mobilise private-sector capital' for the asset class as never before. Europe's insurers stand ready to help, David Walker reports.

  • When actuarial science gets political

    10 June 2021

    German insurers warn EU policy makers not to try and fix what is not broken in Solvency II, they also advise against politicising the rules which would lead to a skewed version of risk. David Walker reports

  • Liberty Mutual opening up on sustainability

    09 June 2021

    Liberty Mutual has not always had the best reputation when it comes to climate investing. Things appear to be changing, however, as the company embarks on a series of measures to reduce its climate exposures as Patrizio Urciuoli, co-head of strategy and asset allocation, tells Sarfraz Thind

  • Jérôme Haegeli - Swiss Re's man with the long-term (green infrastructure) plan

    31 May 2021

    Swiss Re's chief economist deals with black and white facts of the here-and-now. But our future, he hopes, will be somewhat greener, as David Walker discovers

  • Royal London's journey into commercial real estate loans for MA portfolio

    26 May 2021

    UK insurer has a "constructive dialogue" with the PRA regarding its MA application, and hopes commercial real estate loans will form part of its MA portfolio, Insurance Asset Risk has learnt. Vincent Huck reports

  • The return of private equity

    24 May 2021

    Private equity has been cited as the hottest asset choice for US insurers for a while. This year it seems to be justifying the optimism. Returns have been stellar, but can the asset maintain its position as the alternative of choice? Sarfraz Thind reports

  • EM infrastructure debt is good - but reg's nuts and bolts need more work

    19 May 2021

    Insurers can't get enough of infrastructure, for both duration and yield. But make it tradeable, standardise its terms and improve creditor rights, and the purse strings would really come loose, as David Walker finds out.