The Chinese life insurer is blending fixed income stability with strategic private equity and alternative asset investments to overcome Asia’s low-interest-rate challenges.
Insurers
Faced with low domestic yields, an aging population, and regulatory reforms, Japanese life insurers are increasingly turning to private markets.
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India based Kotak Life Insurance sees REITs and InvITs as promising alternatives in the expanding investment landscape of the insurer, balancing yield and liability needs through rigorous due diligence and selective exposure.
CIO Jianxin Chen explains how the insurance giant strategically balances short-term opportunities, cyclical market shifts, and long-term stability to navigate the challenging low-interest-rate landscape.
Taiwan's life insurance industry is set to benefit significantly from the recent regulatory changes, which aim to address the long-standing asset-liability mismatch.
Amid concerns over a potential Chinese economic downturn, Ping An Life's CIO Jianxin Cheng takes an optimistic stance, emphasising the resilience of China's economy.
The Insurance Authority's review of risk-based capital requirements aims to incentivise insurers' infrastructure investments while enhancing risk diversification, potentially unleashing billions in long-term capital for Hong Kong's development projects.
Ping An Group's 5.8% investment return in 2024 outperformed its decade average, with the insurer strategically positioning its $790 billion portfolio toward Chinese state-owned banks and emerging technologies while expanding its equity market participation.
Life insurers face a dual challenge: geopolitical instability and sweeping regulatory reforms. Leading CIOs advocate benchmark adherence during volatility while strengthening cross-departmental integration.
Leading insurers grapple with policy unpredictability, shifting market dynamics, and long-term positioning as Trump's second term creates new geopolitical realities, with China advocating a decade-long perspective.
The insurer is implementing localised AI models to enhance investment decisions, with CIO John Zheng highlighting how this approach addresses the negative spread between 30-year bond yields and insurance liability promises.
Manulife shakes up senior leadership in Asia, naming Steve Finch as Asia president and CEO amid strategic regional changes.
