We believe 2023 is likely to be a year of subpar economic performance among developed economies. However, policy support and relatively attractive valuations across many asset classes could facilitate a better year for investors. Some relaxation in COVID-19 containment policy through 2023 should bolster China’s economic recovery. A rebound in Chinese demand should help Asian economies reverse contracting exports to the U.S. and Europe.
See the latest bulletin from our GFICC Insurance team, with their debrief on relevant highlights from the most recent GFICC Insurance Quarterly (IQ) meeting.
It is inevitable, that sustainability, one of the fastest growing and biggest trends in investment management, would blaze a trail to the global insurance industry.
In this white paper, we highlight J.P. Morgan Asset Management’s unique active management approach to a carbon transition investment framework for fixed income assets, that is capable of harvesting opportunities while also reducing the risks involved in the transition to a low-carbon world.
How can insurance investors achieve effective inflation protection, while also benefiting from a high return on capital, a regular income and a low volatility return profile? For insurers with long-term investment horizons, the answer could be provided by investing in forestry, via a portfolio allocation to timber assets.
In Asia, insurance investment is entering into a long-term “paradigm shift.” Insurance investors need to be prepared in three ways before entering the new arena: a new mindset for the game, new set of weapons to attack and a strong shield for defense.
Alternatives may enhance return opportunities, improve diversification, and help insulate insurers’ balance sheets from public market fluctuations.
We discuss the key considerations for insurers when allocating to alternative strategies, which can provide stable income and low total return volatility.
Reaching for yield—buying bonds with wider spreads after controlling for sector and rating impacts—is an important topic for the life insurance industry.
Explore our recap of the June 2019 IFRS conference in London to stay informed on important regulatory issues affecting the insurance industry today.
Global capital requirements and systemic risk within the insurance industry dominated the conversation at this year’s NAIC International Insurance Forum.
