Insurers weigh risks around China, inflation and rising sovereign debt
Investment heads at big UK life companies Aviva and Phoenix Group explain how they are thinking about geopolitical and macroeconomic issues in today’s uncharted waters.
While some investment heads at insurance firms have welcomed the positive portfolio implications of interest rate cuts, most notably in the US, others are voicing worries over inflation, growing sovereign debt and geopolitical risks, such as tensions between China and Taiwan.
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