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Insurance Viewpoints
Has the Market Reshuffled the Public-Private Mix for Insurers?
A reshaped market environment has altered the landscape of public and private market opportunities. However, we expect private-market allocations to continue growing as we move forward.
Insurance Viewpoints
The US Insurance Investing Landscape: Midyear 2023 Check-In
A little more than halfway through 2023, it’s a good time to revisit key themes we believed would matter to insurance investors this year.
Insurance Viewpoints
What's in Store for European Insurance Investors in 2023?
European insurance investors enter 2023 in healthy shape but face a less-than-stellar macro environment and regulatory change. It will take selectivity and flexibility to tap opportunities.
Related Insights
Defensive Stand: Investment-Grade Corporates Hold the Line
The markets are delivering mixed messages, but company fundamentals, valuations and fund flows are all supportive of investment-grade corporate bonds.
The Role of Private Assets in Strategic Asset Allocation: a Macro Perspective
The appropriate weight of private assets in portfolios is arguably the key question for strategic asset allocation today. These investments were the fastest-growing share of many portfolios for the past decade: Will the abrupt change in investment regime and greater need for liquidity halt that increase?
US Commercial Real Estate Outlook
Banking turmoil is raising renewed concerns about commercial real estate, but a focus on high-quality credits could be investors’ best strategy for navigating risk.
Systematic Fixed-Income Investing Comes of Age
Leading active fixed-income managers have long sought to make their investment performance outcomes more consistent and repeatable through process improvements. These enhancements have typically systematized aspects of the investment process without substantially altering the main sources of outperformance or reducing the levels of beta risk.
Q2 2023 Strategic Investment Outlook
Balancing different time horizons always presents challenges. It may be intellectually ugly to hold different positions over short horizons and long horizons, but sometimes the macro setup suggests it's the right way to proceed.
With High Yield, Shorter May Be Better for Insurers' Yields...and Capital Efficiency
With yield curves inverted, we think that increasing short-duration high-yield exposure can be capital-efficient for insurance investors.