Charles Monat Associates: October 2010






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	Tuesday, October 19, 2010 Pension Funds Flee Stocks in Search of Less-Risky Bets After making the same kinds of investment blunders as many individuals, corporate pension funds now are seeking the same remedies: fleeing stocks for the perceived safety of bonds. A growing number of pension managers are concluding their pursuit of maximum returns was a mistake, interviews with managers and consultants show. Instead, many funds are trying to achieve stable returns that more or less keep pace with the plan's obligations. To WSJ article posted by Charles Monat Associates at 2:13 PM \| 0 comments AIG’s Asian Insurance Unit Could Close Stock Sale Early A sale of shares in American International Group Inc.’s Asian life insurer AIA Group Ltd. that could potentially raise up to $20.6 billion will close two days earlier than expected after meeting with strong demand from investors, people familiar with the matter said. Go to WSJ story posted by Charles Monat Associates at 2:11 PM \| 0 comments Monday, October 18, 2010 IFC Review - Asia faces challenge of channeling floods As money surges with ever greater force from the west into emerging markets, nowhere does fear of asset bubbles and currency volatility run deeper than in the fast-growing economies of Asia, the Financial Times reports. Foreign capital has rushed into the region’s bond and equity markets this year, driving the region’s currencies sharply higher against the dollar and raising the prospect of a sharp response from Asian policymakers. Read more... posted by Charles Monat Associates at 10:17 AM \| 0 comments Wednesday, October 13, 2010 We remain confident in Fixed Income assets for Long-Term Asset Preservation I remain confident that fixed income assets are a key component of a portfolio designed for long-term asset preservation. Life insurance also plays an important part in asset allocating for safety when preserving assets over the generations. My call for a correction in Gold turned out to be a false hope - the trend is up but at these levels I don't see a place for the average investor. Commodities may well have a role to play in asset preservation, but at the moment it looks far more like a professional traders' market. Long term asset preservation depends on avoiding large shocks to a portfolio and in the past 2 years+ our view has been largely correct - low volatility assets outperform on a longer horizon. posted by Charles Monat Associates at 11:45 AM \| 0 comments 'Surge’ in demand for life products among HNWIs in emerging markets Demand for offshore insurance-linked investment products among high-net-worth individuals in the world’s emerging markets is “both large and under-served by private banking businesses”, according to Scorpio Partnership. Read more... posted by Charles Monat Associates at 11:40 AM \| 0 comments Monday, October 04, 2010 Shift to Wealthier Clientele Puts Life Insurers in a Bind The life-insurance industry has enjoyed beneficial tax treatment for its products for nearly a century. Whenever Congress tried to change that, insurers always had a mantra at the ready: We protect widows and orphans. Life insurance needs to be free from income taxes, the industry said, because of its special social function. It keeps survivors from a life of penury when a chief breadwinner dies. Read more... posted by Charles Monat Associates at 5:53 PM \| 0 comments
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