It's been a month now since Russia attacked Ukraine. This week, for the first time since the invasion, the headlines changed from covering that to debating the Chancellor's spring statement and the cost of living crisis for UK households. That twin tension is also playing out in many other countries around the world. Join the Insurance Investment Exchange at a series of events offering CIOs fresh insights into these issues.
For insurers, volatility has made an unwelcome return to the fore, with IG and HY bonds showing their worst performance in years as markets worry about inflation, policy hawks and the growing risk of spill-over if the current geopolitical spats continue or even escalate.
The search for resilience has returned centre stage, but hedging is not easy, especially these days. Insurance Investment Exchange has organised a series of roundtables to explore these challnges
Please see below for further details of our upcoming events.
31 March, 10.30am: Roundtable
The Long and the Short of it – Integrating private assets into shorter dated insurance portfolios
As insurers think about increasing real yields and diversifying the portfolio amidst volatility, we consider and debate the growing role of private and alternative assets within shorter duration insurance portfolios across P&C and life.
6 April, 12 noon: IIE Insurance Lunch
Back to the 70s - The return of inflation and volatility?
Today's rapidly changing landscape presents insurance investors with rising inflation, falling real yields and increased volatility. What does this mean for fixed income asset classes and for insurance portfolios going forward?
27 April, 11.30am: IIE Roundtable
Off the Beaten Track – The Evolution of Infrastructure Investing
Infrastructure for insurers has traditionally been seen as investing into areas such as transportation, airports, utilities and pipelines. But what are the opportunities for insurers who are happy to cast their net a little further afield in search of income, yield premiums and growth? Join us as we explore some of new areas in infrastructure debt that insurers are exploring such as battery infrastructure, wind farm servicing and natural capital, as they seek to take advantage of shifting macro and policy winds.