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Foreign Credit Investments: opportunity or constraint for insurers ?

While the world is recovering from 2020’s massive shock, it has accentuated the challenges faced by insurers. There is now greater urgency to adapt investment portfolios while looking afresh at asset-liability management (ALM). Some insurers have been focusing on illiquid and real assets to increase or maintain book yields and acting in this way is logical, but insurers must go beyond monetising their liquidity.

Diversifying core portfolios, especially the bond portfolios backing liabilities should remain a key theme in a world marked by low interest rates - despite the recent inflationary pressure, heightened market and credit risks, and the drive to climate-aware portfolios.

Join us and discover the investment solutions we have developed to assist insurers. We will:
- Discuss how existing challenges faced by insurers have been intensifying in the recent period.
- Explore through case studies the benefits of expanding into foreign credit markets in core fixed income portfolios and unveil the potential yield pick-up insurers could expect.
- Address the specificities of insurers’ balance sheets and the solutions to implement this diversification under ALM, regulatory capital and accounting constraints.

Speakers include:
Hans Stoter, Global Head of AXA IM Core
Chris Iggo, CIO, AXA IM Core
Arnaud Lebreton, AXA IM Core – Third Party Insurance Solutions
Sebastien Proffit, AXA IM Core – Fixed Income Solutions

AXA IM has analysed some of the strategic challenges faced by insurers in the paper: The “great acceleration” intensifies pressure on insurers. This overview of the insurance landscape forms the basis of our convictions for insurance companies globally and the investment themes we would like to share with you during this web conference.
Recorded Jul 1 2021 57 mins
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Presented by
Hans Stoter, Chris Iggo, Arnaud Lebreton, Sebastien Proffit
Presentation preview: Foreign Credit Investments: opportunity or constraint for insurers ?
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    Hans Stoter, Chris Iggo, Arnaud Lebreton, Sebastien Proffit
    While the world is recovering from 2020’s massive shock, it has accentuated the challenges faced by insurers. There is now greater urgency to adapt investment portfolios while looking afresh at asset-liability management (ALM). Some insurers have been focusing on illiquid and real assets to increase or maintain book yields and acting in this way is logical, but insurers must go beyond monetising their liquidity.

    Diversifying core portfolios, especially the bond portfolios backing liabilities should remain a key theme in a world marked by low interest rates - despite the recent inflationary pressure, heightened market and credit risks, and the drive to climate-aware portfolios.

    Join us and discover the investment solutions we have developed to assist insurers. We will:
    - Discuss how existing challenges faced by insurers have been intensifying in the recent period.
    - Explore through case studies the benefits of expanding into foreign credit markets in core fixed income portfolios and unveil the potential yield pick-up insurers could expect.
    - Address the specificities of insurers’ balance sheets and the solutions to implement this diversification under ALM, regulatory capital and accounting constraints.

    Speakers include:
    Hans Stoter, Global Head of AXA IM Core
    Chris Iggo, CIO, AXA IM Core
    Arnaud Lebreton, AXA IM Core – Third Party Insurance Solutions
    Sebastien Proffit, AXA IM Core – Fixed Income Solutions

    AXA IM has analysed some of the strategic challenges faced by insurers in the paper: The “great acceleration” intensifies pressure on insurers. This overview of the insurance landscape forms the basis of our convictions for insurance companies globally and the investment themes we would like to share with you during this web conference.
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Welcome to the AXA IM Core channel. Our purpose, to act for human progress by investing for what matters, is central to every action we take as a business. As a responsible asset manager, we actively invest for the long-term to help our clients, our people and the world to prosper.
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  • Title: Foreign Credit Investments: opportunity or constraint for insurers ?
  • Live at: Jul 1 2021 8:00 am
  • Presented by: Hans Stoter, Chris Iggo, Arnaud Lebreton, Sebastien Proffit
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