Market insight

• Connecting capital to opportunity

  In this episode of the Streaming Income podcast, Barings Chairman & CEO Mike Freno shares how long-term partnerships, innovative thinking, and deep global relationships are reshaping the asset management landscape.

  

• Top Investment Considerations for Insurers in 2026

  Mercer's Top Considerations spotlights insurers' challenges, questions assumptions and maps how investors can adapt to sector shifts and emerging technologies.

  

• Sub-IG infra debt: Exploring risk spectrum for insurers

  Infrastructure debt has moved beyond toll roads to sectors like data centers and battery storage. For insurers, sub-IG infra debt can offer stability, yield and capital efficiency and can help achieve both financial and strategic objectives in today's market.

  

• Insuring the future: The case for diversified private credit

  Europe's insurers are navigating a number of headwinds. Interest rates, inflation and diversification challenges are reshaping asset allocation decisions. Private credit may offer a fresh path forward. However, understanding the opportunities and hurdles is key

  

• Key insights into insurer-focused investment ideas and regulations

  Our latest paper provides insights into three key areas of investment markets; insurer-focused investment ideas; and regulatory updates.

  

• Three reasons insurers should consider real estate debt

  Early 2025 saw property investors shift to risk-on, but uncertainty has led to a risk-off stance. U.S. policy ambiguity adds volatility, likely delaying recovery. Despite this, European real estate debt remains a compelling opportunity for insurers for three key reasons.

  

• What is a CLO?

  CLOs provide an efficient, scalable way of investing in floating-rate loans while offering structural protection that has historically performed well through multiple credit cycles.

  

• STS ABS: Opportunities and expectations for European insurance investment portfolios

  The Simple, Transparent and Standardised asset-backed security (STS ABS) market can offer attractive potential risk-adjusted returns to complement an exposure to high-quality corporate and government bonds.

  

• Infrastructure debt: The long game

  A core asset class for insurance balance sheets throughout the economic cycle.

  

• Portfolio Finance: An Opportunity for Enhanced Spreads Through IG Credit

  Portfolio finance offers a number of potential benefits for insurers seeking to generate enhanced spreads at scale in a growing market.