Media Coverage

Investment firms managed more than $1.7 trillion in assets for North American life insurers’ own general accounts and for North American property and casualty insurers in 2022.

The rates First Republic Bank was willing to offer, made it a valuable partner for refinancing high-cost construction loans into low-interest permanent loans.

Some of the bigger players are still making deals. But the majority are waiting for market dislocation to work itself out so they can take advantage of the resulting bargains.

Institutional investors expect greater transparency when investing in alternative assets, mostly with risk management in mind, according to a new survey by Clearwater Analytics.

Back in 2008, when Jim Cox was controller for investment management software company Advent Software, he was invited by that firm’s founder and CEO, Stephanie DiMarco, to accompany her to an investor meeting.

From private equity-backed insurers rolling out increasingly aggressive strategies, to historic market unpredictability, the insurance investing marketplace has been one of the most interesting sectors to watch over the last several years.

Robin Wigglesworth identifies that the biggest losers in the Credit Suisse collapse are those who were holding the bank’s additional Tier 1 bonds and I can’t disagree. What must now be uppermost in investors’ minds is the heightened requirement to have an in-depth understanding of their own risk exposures.

The recent string of banking failures has been a reminder that the large banks that dominate the financial world are just one major crisis of confidence away from a severe fallout that can have serious ripple effects across global markets.