Analysis

  • A new dawn? Contemplating asset strategy anew, after the BOJ's seismic policy shift

    06 June 2024

    At a historic policy inflexion point in Japan - the Bank of Japan raising interest rates and relinquishing its long-held negative-rates stance - Man Group's Max Davies discusses interest rates, duration, FX hedging and CIOs' ongoing hunt for yield with David Walker

  • Insurance Asset Risk Asia audience upbeat about global growth prospects

    05 June 2024

    Chinese economy casts shadow on future growth prospects while CIOs keep focused on good ALM in light of regulatory and accounting overhaul

  • Round the World with SFCRs - Italy's lapse risk shows no sign of surrendering

    03 June 2024

    A lot of Italians holding life policies made for the exit, early, in 2022, and the pressure on lifers seemed not to ease much in 2023

  • Exploring the wild new world of real estate

    29 May 2024

    Andrew Angeli, global head of real estate research & strategy at Zurich, discusses how changes in demographic and consumer expectations give rise to a new real estate sector

  • CIO Interview: Pre-determined green target setting can be dangerous, AG Insurance's Wim Vermeir says

    27 May 2024

    Insurance Asset Risk sits down to talk with AG Insurance's veteran CIO Wim Vermeir about green targets and the perils of investing in new technology

  • CIO Interview: Managing China's slowdown in the Asian region

    23 May 2024

    Christian Choi, regional director for ALM, investment & capital management at Ageas Asia, discusses the insurer's set-up in the region, what it invests in, and why US elections could be 'bad or very bad' for the region's outlook

  • Round the World with SFCRs - Lapse risk endures in France as life clients spy 'greener grass'

    20 May 2024

    The risk of customers leaving early remains at French lifers, despite rates softening in 2023, keeping CIOs on alert

  • Curious and curiouser - the quirky and weird risks, that Lloyd's syndicate CIOs are backing

    15 May 2024

    Got a satellite, a nuclear reactor, a Degas, or a body part to insure? A Lloyd's syndicate will do that - and back the risk in its GA. David Walker peers inside Lloyd's cabinet of insured curiosities

  • From khaki to green: How are insurer's approaching investing in newer renewables technologies?

    13 May 2024

    From biogas to battery storage to hydrogen, new technologies in the renewables sector are plentiful, but when is the right time to invest?

  • Core competency - Lloyd's syndicates go outsourcing, and not just for peripheral assets

    08 May 2024

    Lloyd's syndicates hire external help for the core of their general accounts, even if delegating makes more headlines when non-mainstream assets are involved