Insights

Insights


Insurance investing in a low-forever world

Insurance

2/2020

In this paper we look into the possible drivers for a low-forever interest rate environment and the impact on the balance sheet and business model for insurers. We then discuss three investment related dimensions along which insurers can make adjustments in order to succeed in such an economic environment.

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Oil market risks in the spotlight

1/2020

With heightened US-Iran tensions, Brent crude prices have risen by about 3% to just above $68bbl since January 2, 2020. Perceived safe-haven assets have also rallied with gold prices edging up to levels last seen in 2013. However, prices are still within 2019's $55 - $75 range and equity markets have proven relatively resilient.

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Investment Outlook 2020: the Age of Uncertainty

Macroeconomic

12/2019

2019 has been a year of contrast. On one hand, the narrative of the year in financial markets has been rather pessimistic; trade tensions, policy uncertainty, and recession worries have dominated the news headlines. On the other hand, investment market performance has been impressively strong — right across Fixed Income, Equities, and alternative assets. How the "age of uncertainty" dynamic developed in 2019, and why it still resulted in strong investment market returns, are the first questions we deal with in our Investment Outlook.

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