In this second issue, in the context of the persistence of the low yield environment and the current regulatory developments, our experts shine a light on the implications for the insurance industry.
Last quarter was dominated by two main events with long term implications for the insurance industry: first, on the economic side, the FED confirmed its dovish stance consolidating the persistence of the low yield environment and second, on the regulatory side, EIOPA issued its opinion on the Solvency II review indicating the lines of the review of the framework.
In this paper, we detail the implications of those two events on the insurance industry. We also analyse the various asset classes in the context of existing portfolio allocations. The publication is divided into three sections:
Charles Moussier, Head of EMEA Insurance Client Solutions shares his views on the outlook and opportunities for Insurance clients, including why the Insurance team are underweight equities relative to fixed income and may see opportunities for insurers in private credit.
Discover why senior secured loans offer insurers high income, low risk, and strong fundamentals. Improving returns and reducing capital charges.
At Invesco, we have extensive experience investing in EM debt and working with institutional clients to provide tailored solutions that can meet their exact requirements.
