Market insight

  • Commercial Mortgage Lending Comes of Age

    Commercial mortgage lending has evolved into a resilient, institutionally significant asset class. This white paper explores its growth, market shifts, and emerging opportunities through expert insight from Voya Investment Management.

  • Ready, Steady, CLO: Solvency II Reform & the Case for AAA CLOs

    From January 2027, Solvency II capital charges on senior (AAA) CLO tranches will fall materially, improving capital efficiency. This reform creates a timely opportunity for European insurers to enhance public fixed income returns and strengthen portfolio risk profiles.

  • Top 5 fixed income ideas for insurers in 2026: Give ground on risk, but just a little

    Wellington's Insurance team proposes a range of fixed income ideas for insurers, from investment-grade private credit to emerging market debt.

  • Three asset classes for European insurers to watch in 2026

    Selectivity, flexibility and governance will shape insurers portfolios in 2026. This is not a year for static positioning. Europe's insurers increasingly need to adopt flexible frameworks and react to shifting conditions. Our 2026 Insurance Outlook reveals the three asset classes insurers need to watch.

  • 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.

Most Read
  1. Investing in Private Markets 2026 - Conference report
  2. NAIC updates Washington on private credit, offshore life reinsurance and business models
  3. Moody's finds "relatively little exposure" to US private credit concerns at UK and European re/insurers
  4. Chart of the Week - A decade of GA investing under Solvency II
  5. FSB warns of "particularly aggressive" buying of private credit by PE-backed insurers
  6. What's on insurance CFOs' minds in Europe?
  7. AllianzGI expands EM debt team
  8. M&G warns of data and governance strain as private market investments increase
  9. SFCR season: How equity hedges helped some, but not all, Scandinavian insurers in 2025
  10. Candidates seeking industry watchdog role in California split on climate change