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Rethinking insurance investment: can we make the complex simple?
Insurance investment today is challenging, thanks to a confluence of low yields, growing regulatory requirements and increasingly diverse balance sheets. New assets, strategies and partnerships have the potential to help insurers cut through this complexity and deliver sustainable solutions.
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Revising Best Estimates for Libor Benchmark Reform
The impending phaseout of interest rates, Libor and Euribor, is creating major challenges for insurers. Many are turning to technology to cope with the uncertainty.
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The insurer investment management insights - October 2019
Interest rates have fallen to historic lows. Volatility within equity markets has risen. And geopolitical risk continues to be the catalyst for global market sentiment. So, how should insurers adapt their investment strategies to overcome these challenges, particularly in the face of tougher regulation?
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Expected Returns: Escaping the hall of mirrors
Central banks should stop pandering to market expectations and escape the 'hall of mirrors' that this creates. That's the central theme of Expected Returns 2020-2024, our latest five-year outlook for asset classes, macroeconomic themes and other vital issues for investors.
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ReinSTSted: Are new rules reopening the ABS market for insurers?
Holding asset-backed securities has been a challenge for most insurers since the dislocations of the global financial crisis and introduction of Solvency II. This year, new regulation offers the potential for Solvency II-regulated firms to return to securitised debt investments, says James King, fund manager at M&G.
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PIMCO’s Secular Outlook: Dealing With Disruption
Over the next 3-5 years we see five potential disruptors; China, populism, demographics, technology, and market vulnerability.
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PIMCO ESG: Pushing Bond Markets Further
Given the size of the global fixed income market, corporate and sovereign issuers could play an essential role in sourcing the $3-$5 trillion annually needed to meet the UN SDGs.
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IBOR Transition Sparks Search for Deep, Liquid, and Transparent Benchmarks
There is a dark cloud hanging over IBOR, the interest rate benchmark that will soon meet its demise. Insurers will need to start preparing now for doing business in an IBOR-free marketplace.
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Outlook: Flatlining at The New Neutral
Are markets right to assume the federal funds rate has peaked? Is China the swing factor for growth? Is the trade war passé. These and other questions are answered in PIMCO’s latest outlook.
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Expanding impact through the public bond markets
Tapping public bond markets, and embracing a broad universe of investments beyond green bonds, can help insurers deliver on their impact-investing goals.
- APAC Weekly - Myanmar's (uninsured) disaster will test the humanity of global community
- IAR Real Assets: Insurers "walking away" from infra transactions due to pricing
- Japan Post Insurance cedes asset risk in $3.7bn Bermuda reinsurance deal
- Blackstone-backed Ki syndicate at Lloyd's fires for alternatives manager
- IAR Real Assets: Market volatility has stunted great start to 2025 for real estate, Phoenix Group says
- Sub-IG allocation under the Solvency UK sun
- AIG to increase private assets allocation to boost slowing investment income
- IAR Real Assets: Use private market's lack of sentiment to advantage, Munich Re says
- IAR Real Assets: Solvency UK reforms need time to bed-in, ABI says
- Nippon Life begins direct lending to decarbonising companies