KEYNOTE PANEL DISCUSSION: Picking an investment strategy in today's highly regulated, competitive, low return and volatile market.
Senior investment experts share their thoughts on how they are adjusting their investment strategies to meet the challenges of the unique macro environment
- What factor is likely to have the biggest influence on our asset allocation?
- BREXIT, equity markets, sovereign risk, expectations of stakeholders…
- The low interest rate policy looks set to stay – now what?
- What would be the impact on asset markets and insurance markets of negative rates– how do we react?
- Will we be seeing forced riskier investments?
- Impact of divergent monetary policies on investment strategy
- How would BREXIT influence interest rates and subsequent investment policies
- Investment strategy in a volatile market - with most of the low hanging fruit gone, where next in the hunt for yield?
- Are we accepting lower returns for the same level of risk? Or increasing risk in the portfolio?
- What are our options to respond given the constraints of SII?
- Opportunistic investment strategies - how do you position yourself to be better placed to capitalize on fleeting investment opportunities?
- Governance challenges
- What impact will consolidation in the insurance sector have on investment trends/strategies?
Panellists:
Alex Veys, Chief Investment Officer, PARTNERSHIP ASSURANCE
Erick Muller, Head of Product and Investment Strategy, MUZINICH & CO
Lars Haram, Head of Investments, STOREBRAND LIFE INSURANCE
Richard Ford, Head of European Fixed Income, MORGAN STANLEY INVESTMENT MANAGEMENT
Moderator: Asa Gibson, Editor, INSURANCE ASSET RISK