Analysis

• Mapfre turns to offence

  04 May 2020

  In the first of a two part interview, Michael Morosi, global equity manager at Mapfre, explains the change of regime the market is currently undergoing and where the opportunities lie for long term investors. Interview by Vincent Huck

  

• The rise of social investing amid COVID-19

  29 April 2020

  Elisabeth Stadler, chief executive of Vienna Insurance Group, has been one of the industry's most long-standing advocates of social investing - the "S" in ESG. As combating COVID-19 heightens the general awareness of socially-minded investing, she discusses the topic with David Walker

  

• Regulating fear and greed in COVID-19

  27 April 2020

  Asset managers are reporting tales of firms gearing up to take advantage of the opportunities in the market. But when push comes to shove how easy is it to react? Sarfraz Thind explores the psychology of investing in a COVID-19 environment.

  

• Comment: COVID-19 - beyond 1-in-200

  23 April 2020

  Gareth Mee looks at how the insurance industry is responding to the far-reaching financial impacts of Coronavirus

  

• Dialling up the asset management products in China

  21 April 2020

  New regulatory guidelines in China for insurers' asset management products could electrify the once contentious $400bn market. David Walker reports

  

• Comment: Pastures new - ALM in today's reporting environment

  20 April 2020

  Stuart Jarvis looks at how reporting rules have developed and why they are tightening, and how insurers can approach investment decisions in the new ALM landscape.

  

• IFRS 9 implementation - the sooner one starts the better

  15 April 2020

  Based on their experience with a joint insurance clients, JP Morgan Asset Management and Clearwater Analytics discuss the ins and outs of implementing the accounting standard, and why insurers should start early. Interview by Vincent Huck

  

• CIOs start assessing 'what next', despite continued volatility

  13 April 2020

  Investment markets look for brighter days even while the gloomiest persist. Some insurers' chief investment officers are doing the same, as David Walker reports

  

• Suspension of dividend payments, more firepower for the investment teams?

  09 April 2020

  As some insurers follow suit on regulators' urge not to pay dividends and others refuse to comply, Vincent Huck looks at whether dividend retention could result in more ammunition for the investment teams to invest in markets

  

• Asset risk: Open hunting season or fool's gold?

  07 April 2020

  Sarfraz Thind takes a deep dive into how Covid-19 has distorted the market. In part one of this two part series he looks at commercial mortgage-backed securitisations (CMBS), collateralised loan obligation (CLO) and municipal bonds.