Institutional Asset Management News and Insights
Global Captive Podcast | Episode 54
Shadrack Kwasa, Executive Director and Rabbani Wahhab, Senior Fixed Income Portfolio Manager, sit down with Richard Cutcher, host of Global Captive Podcast to give their Q1 Investment Update. Listen to the Podcast Episode below, to listen to London & Capital’s...
Should we be worried about inflation?
More than one year from the onset of, what would become a global pandemic, the world is slowly starting to return to normal activity levels. Thanks to a progressive vaccine rollout, we have seen the gradual reopening of economies and a recovery in business activity....
Investment Desk Bulletin July 2021
London & Capital’s monthly Investment Desk Bulletin gives you direct insight into how our investment specialists are interpreting the current markets and building this into your portfolio. Each month a member of our Investment Desk will be giving a summary of the...
AndPapers Q3 2021 | The Fed Flexes its Muscles
As we passed the one-year mark from the onset of COVID-19, business activity is recovering from lockdowns amidst a progressive rollout of vaccines. In combination with fiscal stimulus, the gradual reopening of economies threatens to push global output above potential...
Three Options for Insurers working through Currency Asset Liability Matching (ALM): Non-GBP Liability
PROFESSIONAL CLIENTS ONLY Insurers underwriting risk in multiple currencies have, in the past, not needed to think twice about matching assets by currency. Historically, examining alternatives to the status quo hasn’t been beneficial enough to pass even a simple...
The Debrief Webinar | Q3 2021
We invite you to sit down with our Chief Investment Officer, Pau Morilla Giner, and Head of the Private Investment Office, Iain Tait, as they debrief on the last quarter and look ahead to potential market trends for Q3. As we head into the second summer of living in...
Investment Desk Bulletin June 2021
London & Capital’s monthly Investment Desk Bulletin gives you direct insight into how our investment specialists are interpreting the current markets and building this into your portfolio. Each month a member of our Investment Desk will be giving a summary of the...
Investment Desk Bulletin May 2021
London & Capital’s monthly Investment Desk Bulletin gives you direct insight into how our investment specialists are interpreting the current markets and building this into your portfolio. Each month a member of our Investment Desk will be giving a summary of the...
Setting the scene: Q1 2021 in focus
Insurers are naturally fixed income investors but we’ve increasingly seen a trend towards diversification. However, Captives with their smaller capital bases versus their commercial peers, have less investment flexibility than most insurers. While MassMutual made...
AndPapers Q2 2021 | The Transition to Recovery
Vaccine deployment is beginning to allow pent-up demand in service industries to materialise, but with notable differences across countries and sectors. The recent increase in the number of COVID-19 cases may be partially explained by higher global mobility, as some...
Global Captive Podcast | Episode 49
Chris Dalziel, Executive Director and Michael Trudeau, Portfolio Analyst, sit down with Richard Cutcher, host of Global Captive Podcast to give their Q1 Investment Update. Listen to the Podcast Episode below, to listen to London & Capital’s Investment update,...
Investment Desk Bulletin April 2021
London & Capital’s monthly Investment Desk Bulletin gives you direct insight into how our investment specialists are interpreting the current markets and building this into your portfolio. Each month a member of our Investment Desk will be giving a summary of the...