INSURANCE ASSET MANAGEMENT
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In Partnership With NuveenInsurance asset owners are hopeful that challenges like rising inflation and political instability will not lead to a deep recession in 2023. -
With all asset classes producing negative returns, insurance asset managers are searching for creative ways to manage their investments, said Rip Reeves, chief investment officer and treasurer for AEGIS Insurance Services.
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Inflation risk is potentially quickening the Fed's rate hiking schedule becoming a key driver of downside economic risk, said Jake Meyer, senior economist with Swiss Re Institute.
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Low interest rates and market volatility have pushed insurance asset managers into less familiar territory during the pandemic. Though appetite for alternative asset classes and responsible investing seems here to stay.
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As the pandemic continues to hamper shipping and disrupt labor, demand-driven inflation is likely to continue, said Michel Leonard, vice president, senior economist and data scientist, Insurance Information Institute.
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Their size and diversified nature can foster long‑term change.
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Flexible duration positioning and sector allocation are key.
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More insurers are investing in private assets, partly because bonds offer such meagre returns. But they need to consider the risks involved, as well as the opportunities.
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New investors are now looking at high frequency, low severity life and P&C insurance assets to earn additional spread on their existing assets.
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We believe that blockchain and the technology behind the new cryptocurrencies have significant economic potential. At the same time, we’re carefully monitoring the potential of individual cryptocurrencies.
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The SSAG model provides a sector allocation framework.
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Integrating ESG factors has the potential to provide a research edge.
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Building back greener, fairer, and more sustainable is not just the goal of governments and companies—central banks have also begun to incorporate issues such as employment equality and climate change into their policies. What we should expect from these developments, and their implications for bond markets and monetary policy, were the key discussion points during our latest investment policy meetings.
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By increasing financial inclusion, digital currencies have the potential to transform emerging market (EM) monetary policies, broadening the impact of rate changes.
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With an ever-tougher regulatory and low interest environment, insurers need to step out of their comfort zone and diversify bond holdings beyond their own domestic markets.
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T. ROWE PRICE INSIGHTS: Investment flexibility may enhance risk-adjusted returns
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Re-evaluating Real Estate: A Closer Look
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T. ROWE PRICE INSIGHTS: As COVID-19 vaccinations climb in developed markets, the picture in emerging markets remains idiosyncratic where the vaccine rollout remains a critical question.
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T. ROWE PRICE INSIGHTS: The confluence of compressed spreads, rising interest rates and inflation creates turbulent waters for insurers. While navigating these waters within a risk adjusted framework is challenging, it is possible with the right guide.
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T. ROWE PRICE INSIGHTS: The confluence of compressed spreads, rising interest rates and inflation creates turbulent waters for insurers. While navigating these waters within a risk adjusted framework is challenging, it is possible with the right guide.
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T. ROWE PRICE INSIGHTS: Chinese SOE defaults reaffirm importance of fundamental research
