Max Davies

CFA, CAIA
Insurance Strategist

Insights By Max Davies

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Insurance Multi-Asset Outlook Multi-asset Insurance Value vs growth Growth Income Liquidity Portfolio construction Private companies ESG Balance sheet Whitepaper
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2023 Insurance Outlook: Resolve to solve with a restocked toolkit

Multi-Asset Strategist Tim Antonelli and Insurance Strategist Max Davies share four actionable ideas designed to help insurers successfully navigate 2023.

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Tim Antonelli, CFA, CAIA, FRM, SCR

Max Davies, CFA, CAIA

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Whitepaper
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Top view from hill of city
Insurance Risk management Asia Portfolio construction Asset allocation Diversification Interest rates Balance sheet Whitepaper
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

A practical guide to addressing Asian insurers’ interest-rate risk

Insurance Strategist Max Davies and ALM & Regulatory Capital Strategist Francisco Sebastian examine how diversification may help Asia's life insurers to better manage their exposure to interest-rate risk.

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By

Max Davies, CFA, CAIA

Francisco Sebastian, FIA

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Whitepaper
2023-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Asia Insurance Risk management Portfolio construction Asset allocation Diversification Interest rates Balance sheet Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Solving the duration mismatch to address Asian insurers’ interest-rate risk

Insurance Strategist Max Davies and ALM & Regulatory Capital Strategist Francisco Sebastian explain why diversifying across a varied mix of investment options is becoming increasingly important for Asia’s life insurers.

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By

Max Davies, CFA, CAIA

Francisco Sebastian, FIA

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Quick Take
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1156691077
Equity Balance sheet Portfolio policy Article Opportunities and risks
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Why global insurers should take a closer look at REITs
Insurance Strategist Max Davies, Investment Director Will Lee, and Investment Specialist Ethan Sales look at the potential benefits of REITs for global insurers, plus why now may be an opportune time to consider this often unsung asset class.
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Article
2022-07-31
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