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Commentary

Regulators raise the stakes on climate change – June Seminar 2019

Posted June 5, 2019 Category: ,

David Worsfold The insurance industry has been dragged centre stage in responding to the challenge of climate change. The significant losses of recent years have hit global insurers and the Lloyd’s market very hard and have required a re-assessment of risks, increases in premiums and investment in claims handling capabilities. Regulators are making it clear […]

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Roundtable: Private Senior Loans – The search for yield and capital efficiency

Posted May 10, 2019 Category:

Private senior corporate loans could offer insurers an attractive mix of stable yields and new capital efficient solutions was the key message for participants – a mixture of insurers and regulators – at the latest exclusive breakfast roundtable hosted by the Insurance Investment Exchange. This was run in partnership with Natixis Investment Managers and its […]

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March 2019 voting results: No lifting of the gloom

Posted April 25, 2019 Category: ,

The first Insurance Investment Exchange seminar of 2019, held at Salters’ Hall in the City of London, dipped its toes into the chilly currents of economic uncertainty swirling around the global economy. Volatility and uncertainty might be all around them but the chief investment officers in the audience were certain about one thing. Asked during […]

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March 2019 seminar report: The Changing Landscape

Posted April 25, 2019 Category: ,

The first Insurance Investment Exchange seminar of 2019 set out to capture the mood of uncertainty sweeping across the economies of the developed world and analyse its impact on the assets insurers have relied on to ensure they meet their obligations and contribute to the success of their businesses. The opening remarks of the morning’s […]

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Thought Leadership: Quality and security key focus for real estate debt

Posted March 11, 2019 Category:

Turbulent economic and financial times are often marked by a flight to quality, especially among institutional investors as they strive to protect themselves against unpredictable downsides. The search for better returns over the last few years has seen many insurance company investment portfolios diversify into a range of alternative assets with real estate debt an […]

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Roundtable Report: Trade finance – a compelling story

Posted March 6, 2019 Category:

David Worsfold Trade finance strategies offer compelling risk-return profiles with low correlation to bonds and equities and with the added bonus of favourable Solvency II treatment, but also need significant investment to implement. That was the clear message from the first Insurance Investment Exchange breakfast roundtable of 2019, in partnership with Allianz Global Investors, as […]

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November voting results: Little Christmas cheer as gloom descends

Posted December 14, 2018 Category:

David Worsfold Insurance investment professionals were in a distinctly downbeat mood when they gathered in the grandeur of Skinners’ Hall for the final Insurance Investment Exchange seminar of 2018 at the end of November. Although it was almost time to unwrap the Christmas decorations, there was very little Christmas cheer as they contemplated the seminar […]

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Thought Leadership: The Future of Fixed Income

Posted November 9, 2018 Category:

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 […]

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Beware of false Brexit dawns

Posted November 7, 2018 Category:

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 […]

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New Paper Reimagines Fixed Income Analysis

Posted November 2, 2018 Category:

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 […]

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Aviva Alternative Income Study shines new light on insurer attitudes to alternative assets

Posted October 8, 2018 Category:

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 […]

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