Insurance portfolios: what income strategies in 2026?

With the normalization of interest rates and increasing regulatory requirements, insurers and mutuals are thoroughly reassessing their bond strategies. Under Solvency II, every percentage point of return must be justified in light of the required capital, liquidity, duration, and risk profile.

In this context, "Income" strategies — long perceived as satellites — are becoming central components of portfolios, capable of offering stable returns, control of the SCR, effective diversification, and liquidity superior to some traditional classes.

This interactive round table, moderated by Steve Nicolas Pierre, aims to explore how mutuals and insurers are currently structuring their bond allocation to reconcile performance, S2 constraints and resilience.

Procedure:

- Check-in at 6:30 PM

- Round table discussion from 7:00 PM to 8:00 PM