from Breakingviews:

MetLife CEO should revel in his anonymity

July 29, 2014

By Rob Cox

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Global Investing:

Japan’s big-money investors still sitting tight

May 1, 2013

More on the subject of Japanese overseas investment.

As we said here and here, Japanese cash outflows to world markets have so far been limited to a trickle, almost all from retail mom-and-pop investors who like higher yields and are estimated to have 1500 trillion yen ($15.40 trillion) in savings. As for Japan's huge institutional investors -- the $730 billion mutual fund industry and $3.4 trillion life insurance sectors -- they are sitting tight.

from Expert Zone:

Can we provide more cover at lower costs?

By Deepak Yohannan
June 21, 2012

(The views expressed in this column are the author's own and do not represent those of Reuters)

from Global Investing:

Quarter-end rebalancing: A myth?

March 26, 2012

With world stocks up more than 10  percent since the start of the year, it must be tempting for investors to cash in their gains before the quarter-end/fiscal year-end. Or is it really?

from Breakingviews:

EU eases insurers’ worst capital fears – for now

March 22, 2012

By George Hay

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

AIA’s new chief could unlock two deals

July 19, 2010

In giving its Asia chief executive the chop, American International Group may have unlocked two deals. First, the flotation of its AIA division in Hong Kong, which should now go ahead after a false start. Second, an eventual merger between AIA and the Asian portion of its big rival -- and recent failed suitor -- the UK's Prudential.

from Breakingviews:

Axa will have to dig deeper for Asian buyout

November 9, 2009

For the second time in five years, minority shareholders in Axa Asia-Pacific Holdings face the prospect of being bought out on the cheap. The parent, Axa SA, has got into bed with AMP and the Aussie life assurer is bidding $10.3 billion for the whole of Axa Asia. 

from Breakingviews:

Axa will have to dig deeper for Asian buyout

November 9, 2009

For the second time in five years, minority shareholders in Axa Asia-Pacific Holdings  face the prospect of being bought out on the cheap. The parent, Axa SA, has got into bed with AMP and the Aussie life assurer is bidding $10.3 billion for the whole of Axa Asia.

from Breakingviews:

The contradictions at ObamaCare’s heart

October 26, 2009

At the heart of the economic case for U.S. healthcare reform is a simple comparison: Whereas America spends 16 percent of GDP on healthcare, the average across OECD countries was 8.9 percent, as of 2007.

from Breakingviews:

Private equity patient capital gets restless

October 13, 2009

Private equity relies on long-term, so-called "patient" capital of the sort supplied by pension funds and insurance companies. This is a model that has served the industry well over the past quarter century. By locking investors in, buyout firms were able to manage investments without worrying unduly about short term performance. But it breaks down when, as now, patient capital becomes restless.