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.

Most Read
  1. Chart of the Week - BPA writers, alternatives managers and the hunger for private assets
  2. S&P Ratings says foreign units will replace profits from keiretsu sales in Japan
  3. Brookfield's Oaktree announces M&A plans for Atlantic Coast Life Insurance
  4. Liberty Mutual-backed Ara acquires energy assets in deals worth $875m
  5. PGIM signs $103m acquisition finance deal on US industrial storage portfolio
  6. Mapfre AM appoints CaixaBank AM CIO as new CEO
  7. APAC Weekly: Japanese lifers' diversified use of asset-intensive reinsurance
  8. Apollo, Brookfield, KKR and Blackstone spell out Asian plans
  9. Blue Owl Capital fund fends off activists' discounted bid for mid-market lending fund
  10. Decarbonisation is financially worth it, PGIM's Townsend says