Insurance: when too much diversification is barely enough
For insurers, allocation is a delicate art. The region’s top investment officers at AXA and Sequis Life took us through the perils and pitfalls of balancing regional portfolios in challenging times.
In a world of negative real interest rates and rising inflation, how do insurers go about diversifying their public portfolios and what strategies do they adopt?
Muhamad Umar Johan Sidik CIO at Sequis Life and Boris Moutier, CIO, Japan and Asia, at AXA told AsianInvestor’s Insurance Investment Virtual Forum how they recalibrate their portfolios at a time when inflation is driving down purchasing power and credit diversification is key.
“In general we see our investment portfolio…
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