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| Insights for insurance investors | |||
| 11/2024 | Issue 6: Investing with a barbell strategy | ||
| Insurers can benefit from a barbell approach amid economic uncertainty, particularly with an inverted yield curve. For instance, this approach allows them to take spread risk on the short end of the curve through a short-dated, diversified credit strategy while taking duration by investing in infrastructure debt. Additionally, since currency fluctuations can introduce further uncertainty in global investments, implementing currency hedging can enhance the predictability of results. | |||
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| 7/2024 | Issue 5: Building resilience for a green future | ||
| Increased air conditioning use exacerbates greenhouse gas emissions and urban heat islands amid a warming climate. Greening of cities through urban planning could enhance climate resilience. Critical infrastructure is particularly at risk of disruption caused by climate change and geopolitical tensions, necessitating green investments to make future infrastructure more resilient. Government involvement is vital in driving the green transition with plans, regulatory changes, and new incentives to encourage private investments to go green. | |||
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| 1/2024 | Issue 4: Beyond Mainstream | ||
| For insurers seeking to diversify return streams or achieve a more sustainable impact, there are opportunities in asset classes beyond the mainstream. As an attractive diversification option, trade finance can help investors navigate a shifting landscape. Private debt secondaries are on the rise and may offer investors a favourable entry opportunity. Daring to do more blended finance can help achieve climate goals faster. In his contribution to a new book, Oliver Bäte, CEO of Allianz SE, discusses the role of blended finance in financing sustainable development. | |||
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| 9/2023 | Issue 3: Anchor in Turbulent Times | ||
| The capital markets have been in turmoil due to the unexpected surge in inflation. What can we draw from history and the current inflationary environment? In the coming years, the challenges will not be any less daunting, even as the economic headwinds subside in the future. According to Allianz Research, five structural factors will determine the course of inflation over the longer term. What role will the industry play in a new era of high inflation and slower growth? | |||
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| 5/2023 | Issue 2: Solvency II – What our analyses uncover? | ||
| Issue 02 shares our insights on the economic/Solvency II balance sheet vs the old one in the face of market turmoil and outlines the three pillars of Solvency II (SII). This regulation has affected the European insurance markets in different ways, despite a common regulatory framework for insurers in Europe. Our analyses take a closer look at SII’s quantitative elements and touch upon the peculiarities of the SII regulation. We examine the key variables affecting the solvency ratio during the first market shock of the Covid-19 crisis. | |||
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| 10/2022 | Issue 1: Navigating the Rough Seas Ahead | ||
| The world is facing a new era of geopolitics. The inaugural issue of INSURERS Connect provides insights into the changing global risk landscape’s challenges and opportunities for insurers and investors. Insurers not only act as risk underwriters, but also major investors. The dual role puts insurers in a unique position to act as change agents for sustainability. We also share our thoughts on the asset-side in insurance companies’ portfolios amid volatile markets. | |||
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