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...
02 Dec, 2022 LDI and the Future of Long-Dated Gilts By Adam Garrod September’s ‘mini-budget’ saw the Bank of England step in to avoid a potentially disastrous run on the gilts market, with a £19bn...
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...
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...
05 Aug, 2019 Swiss Re pulls its IPO of ReAssure - but the Back-book industry remains in rude health... By Mark Holbrook Swiss Re's decision to postpone the planned IPO of its UK life and pensions insurance consolidator ReAssure, was met with surprise by...
02 Apr, 2019 Asset Accumulation is key to Life Company Survival By Mark Holbrook It's been a year since my last post concerning the swift pace of events at Aberdeen Standard Investments, 'Widows Decision Highlights the...
27 Feb, 2019 Association of British Insurers: UK insurers could face higher capital requirements post-Brexit By Mark Holbrook A stark warning, with some impassioned words from Huw Evans, Director General of the ABI this week. It's worth remembering that the UK's...
28 Jan, 2019 Asset Managers: The Clock is Running Down to Libor-Sonia Switching By Mark Holbrook There is now less than three years to go until the old Libor market reference point will become a thing of the past. However pension...
30 Jul, 2018 US Insurers Turn Against Hedge Fund Strategies By Mark Holbrook A new report by analytics and ratings firm AM Best casts light on what appears to be a growing antipathy by US insurers against hedge...
31 May, 2018 Real Money Investors Seek Private Rental Expertise By Mark Holbrook Another week and another significant investment by a major UK institutional player in the private rental space is announced. This time...
09 May, 2018 The Age of Peak LDI By Mark Holbrook A recent report, co-written by investment bank Nomura and consulting firm Hymans Robertson highlights the impact which the rapid growth...