Insurers weigh risks around China, inflation and rising sovereign debt

While some investment heads at insurance firms have welcomed the positive portfolio implications of interest rate cuts, most notably in the US, others are voicing worries over inflation, growing sovereign debt and geopolitical risks, such as tensions between China and Taiwan.  For one thing, the US is likely to increase public spending, regardless of who becomes president in November, said Michela Bariletti, chief credit officer at Britain’s Phoenix Group, and Ashish Dafria, chief…