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90: Janus Henderson 2023 Australian Insurance Report
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Manage episode 381554402 series 1770598
Content provided by [i3] Institutional Investment Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by [i3] Institutional Investment Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode of the [i3] Podcast, we speak with Jay Sivapalan, Head of Australian Fixed Income at Janus Henderson about the company's 2023 Australian Insurance Report, a survey of insurance companies and their plans for their investment portfolios. The survey found that no less than 9 out of every 10 insurers plan to change their strategic asset allocation! Overview of podcast with Jay Sivapalan: 01:00 Discussing the 2023 Australian Insurance Report by Janus Henderson Investors 04:00 Every 9 out of 10 insurers are revisiting their SAA 05:00 Top three concerns for insurers 05:50 Changes in the portfolios, especially life insurers look to add risk in the portfolio 09:00 Health insurers are now moving on to the LAGIC framework 10:00 Many insurers look to allocate more to unlisted infrastructure 13:00 Life insurers were most concerned about a recession. Why is that? 15:00 On tail risk hedging 18:00 Marrying investment objectives with regulatory requirements 22:00 Liability conscious investing 24:00 Insurers sometimes have to be counter cyclical investors 26:00 The different types of insurers look differently at ESG issues 30:00 The survey found that 74 per cent of insurers were planning to implement artificial intelligence. That seems high?
…
continue reading
101 episodes
MP3•Episode home
Manage episode 381554402 series 1770598
Content provided by [i3] Institutional Investment Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by [i3] Institutional Investment Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode of the [i3] Podcast, we speak with Jay Sivapalan, Head of Australian Fixed Income at Janus Henderson about the company's 2023 Australian Insurance Report, a survey of insurance companies and their plans for their investment portfolios. The survey found that no less than 9 out of every 10 insurers plan to change their strategic asset allocation! Overview of podcast with Jay Sivapalan: 01:00 Discussing the 2023 Australian Insurance Report by Janus Henderson Investors 04:00 Every 9 out of 10 insurers are revisiting their SAA 05:00 Top three concerns for insurers 05:50 Changes in the portfolios, especially life insurers look to add risk in the portfolio 09:00 Health insurers are now moving on to the LAGIC framework 10:00 Many insurers look to allocate more to unlisted infrastructure 13:00 Life insurers were most concerned about a recession. Why is that? 15:00 On tail risk hedging 18:00 Marrying investment objectives with regulatory requirements 22:00 Liability conscious investing 24:00 Insurers sometimes have to be counter cyclical investors 26:00 The different types of insurers look differently at ESG issues 30:00 The survey found that 74 per cent of insurers were planning to implement artificial intelligence. That seems high?
…
continue reading
101 episodes
All episodes
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