When life changes economies change with it. People are having fewer babies and are living longer than ever before, a trend that is altering the investment case of several industries.
Then there is the move to generate energy from regenerative rather than extractive sources, while the rise of artificial intelligence is another game-changer shaping the economy.
And the shift in where risk sits and how profits are generated means insurers have to alter their allocation to match such long-term structural changes to the economy.
March’s cover story looks at the trends changing the investment landscape for insurers and how they are responding.
Also in this edition, we examine if investing in domestic assets will improve outcomes, and how long will President Trump’s post-election equity bump last, while Nest’s investment chief Liz Fernando speaks to portfolio institutional about the IFM deal.
