Insurance Insights

FEATURED INSIGHT

Investment Outlook 2023

We believe there are already convincing signs that inflation is set to moderate, which is good news for stocks and bonds. Learn more about our macro views in our 2023 Investment Outlook.

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STRATEGY & ANALYTICS

1Q 2023 Global Fixed Income Insurance Quarterly

Updated IQ Page for 2023 to be used in Insurance Edge Email in January

Building better carbon transition fixed income portfolios

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.

Investing in forestry: The case for timber allocations in insurance portfolios

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.

Upgrade portfolio yield with investment grade

We explore the impacts of COVID-19 from a Fixed Income insurance perspective and discusses balancing liquidity and downgrade risks

Inside insurance Q1 2020

Inside Insurance provides a regular round up of the key trends in the insurance market, as observed by the Global Insurance Solutions Strategy & Analytics team.

Core, what is it good for? Definitely something!

We discuss the key considerations for insurers when allocating to alternative strategies, which can provide stable income and low total return volatility.

The life insurance search for yield

Reaching for yield—buying bonds with wider spreads after controlling for sector and rating impacts—is an important topic for the life insurance industry.

Solvency II ratios and the volatility challenge

Insurers have learned not to underestimate the volatility of the Solvency ratio, a lesson of critical importance as we approach the end of the credit cycle.

Invested Assets of Insurance Companies

Global Accounting Requirements and the IFRS 9 Implications for Chinese Insurers

Adopting IFRS 9: A case study for insurers

This case study looks at the new reporting standard requirements using the real-life experience of an insurance client of J.P. Morgan and Clearwater Analytics.

2019 IFRS foundational conference: London

Explore our recap of the June 2019 IFRS conference in London to stay informed on important regulatory issues affecting the insurance industry today.

NAIC international insurance forum

Global capital requirements and systemic risk within the insurance industry dominated the conversation at this year’s NAIC International Insurance Forum.

Long-Term Capital Market Assumptions

Discover the latest edition of J.P. Morgan's Long-Term Capital Market Assumptions, drawing on the best thinking of our experienced investment professionals.

Guide to Alternatives

Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.

Global Fixed Income Insurance Quarterly

The GFICC insurance team distills the relevant highlights of the IQ meeting, taking into consideration the myriad of constraints and objectives typical of our general account clients.

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