Leading fund managers are continuing to explore how Artificial Intelligence, the powerful off spring of the Big Data revolution, might transform the staid world of fixed income, especially in the institutional sphere. Fixed income investing hasn’t kept up with the rapid pace of technological advances in the rest of the financial industry. That is about […]
David Worsfold “Equivalence”. The cheers echoed around the streets of the City of London, as newspapers carried a succession of optimistic reports from the Brexit frontline. November brought promises of a breakthrough deal to enable UK financial services firms to keep trading in the European Union after Brexit, raising spirits and the pound sterling. Now […]
Fixed income is the heartland of insurer and pension fund investment strategies. Analysing trends, and predicting where interest rates and bond yields might be heading have been core competencies for generations. A new research paper from Aviva Investors now challenges investors to ask whether they are ready for the shift from price rich to data-rich […]
There has been plenty of talk about how insurers have been embracing alternative income strategies. Now, we have some insightful analysis to put against all the debate and understand more clinically what the expectations are for the future of alternative asset strategies. Aviva Investors recently commissioned an in-depth qualitative survey of over 250 top insurer […]
The search for new asset classes has gathered momentum across the insurance industry, as the feeling strengthens that the investment paradigm – static for so long – is now shifting. It has been stuck for a decade in a world of quantitative easing, once unthinkably low interest rates and crushingly low yields on the fixed […]
One of the biggest changes in sentiment among insurance company CIOs over the last two years has been the steady growth in interest in illiquid assets. These have moved centre stage this year, dramatically so for those attending the third Insurance Investment Exchange seminar of 2018 , held last week in the reassuring splendour of […]
The discussion around the table explored how this approach could be applied to some of the challenges insurers face, and indeed some have already begun to.
Illiquid assets have been gaining in popularity among insurers over the last couple of years. This has been a steady trend, not a headlong rush, but it is sufficient to start gently ringing the alarm bells at the Bank of England and the Prudential Regulation Authority.
The preliminaries are over. The initial skirmishes have been conducted. Now the battle over the review of Solvency II is starting to get serious.
French president Emmanuel Macron has given a major boost to the European Union’s drive to make sustainable finance a core element of all institutional investment strategies including Solvency II.
Normalisation of monetary policy a decade on from the financial crisis could be an illusion. When is normalisation going to arrive – or is this it?
A popular feature of all Insurance Investment Exchange seminars is the opportunity to capture the views participants through interactive voting and the results revealed that the anticipation of a change in central bank policies is widely anticipated.