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By Mathilde Sauvé, Head of Institutional Solutions at AXA IM
Political risk lurched unexpectedly into developed markets in 2016 – with far reaching and yet-to-be defined consequences on many fronts. In our view, cautious optimism is warranted for insurance companies. Combining insights from across AXA Investment Managers, we have highlighted factors that we feel will influence returns, valuations and deficits for insurance companies. Going into 2017, we are convinced that it is essential for insurers to implement investment strategies that will help them both future-proof their portfolios for these longer-term developments and to navigate shorter-term headwinds.
- We believe that within the next five years risk premia will normalise towards their long...
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