24 Oct, 2023 Life Insurers face an existential dilemma as the world grows older By Mark Holbrook Capgemini Research Institute's newly published report on the future of the global life insurance industry poses some existential dilemmas...
03 Oct, 2023 The LDI Crisis a year on: Collateral is key but the Credit markets have held up... By Mark Holbrook Fiscal policy, international monetary policy, pensions frameworks, investment strategies, even contract documentation in areas like...
07 Aug, 2023 'Draw-Nuities' might represent the future of the Retirement industry... By Mark Holbrook The 2015 Pensions Freedoms ushered-in a new era for the Drawdown product as the pre-eminent instrument of decumulation for UK retirees. ...
06 Jul, 2023 Regulator: Do Funded Reinsurance - but for the right reasons... By Mark Holbrook On 15th June the Bank of England's Insurance Supervisor published an open letter to the industry, in which it cited a number of...
29 Sep, 2021 Social Purpose in a Crisis: EU Releases Solvency Capital to Insurers whilst the UK considers Own Measures By Mark Holbrook There has been an increasing amount of discussion about expanding the role which the Life and Pensions industry might play in rebuilding...
12 Jul, 2021 Strategic Bond Funds prosper as Inflation and Equity sell-off fears increase… By Mark Holbrook There is a consensus of opinion that, by and large, bond managers and their funds have withstood the challenges of the post-Covid...
19 May, 2021 Matching Adjustment assets reach £335bn, as the search for quality Illiquid Credit expertise continues... By Mark Holbrook The search for Illiquidity Premium by long duration investors continues unabated, with latest PRA figures suggesting a steady but...
28 Feb, 2021 Bond Holders Beware: Inflation Could be Coming Back to Stay... By Mark Holbrook Charles Goodhart and Manoj Pradhan's recent publication 'The Great Demographic Reversal' might make for uncomfortable reading by those...
07 Sep, 2020 Insurers: The Response to Climate Change Gathers Momentum By Mark Holbrook Insurers are of course, in a unique position to manage societal change because they underwrite trillions of dollars in climate related...
16 Jun, 2020 "For a Bond Manager, the hardest thing to do in Q2 was to hold your nerve"... By Mark Holbrook For bond managers, March came in like a lion and went out like a lamb – but there was nothing seasonal about the markets at the end of...
27 Apr, 2020 Five Post-Crisis Lessons for Insurance Asset Managers By Mark Holbrook In my last note we saw how - contrary to popular wisdom - life insurers will be impacted more on their investment portfolios than by...
08 Jan, 2020 Insurers Proceed with Caution in Emerging Market Debt By Mark Holbrook Insurers of all categories have demonstrated an increasing level of interest in Emerging Market Debt in recent years and there are signs...