Fixed Income
Emerging market investment grade debt for insurance companies
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.
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:
Emerging market investment grade debt for insurance companies
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.
Municipal Bonds: the case for inclusion in European Insurers' portfolios
US municipal bonds are worth considering for European insurers portfolios as they may provide a source of diversification and for their relative value compared to Euro corporate bonds.
Insurance Outlook 2024
2024 should mark the beginning of the end for reforms to Solvency II. Having fired the starting gun in February 2019, almost four years later the Commission, European Parliament and European Council are negotiating the final contours of the reform package.