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Emerging market investment grade debt: An attractive alternative for insurers
Emerging market investment grade debt offers insurers high credit quality, elevated yields and income generating potential, and diversification benefits.
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The Evolving Opportunity in Infrastructure Debt
In addition to infrastructure debt's defensive nature, diversification benefits and potential to offer compelling risk-adjusted returns, infrastructure's "essentiality" underscores its appeal throughout the economic cycle.
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European insurance midyear investment outlook: strong capital supports a broadly positive view
European insurers remain broadly confident in their investment outlook. We explore the key opportunities - and risks - they're facing at midyear.
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Changing demand dynamics: Opportunities for European insurers
As DB schemes approach the end game and continue to rebalance their portfolios, we think insurance companies have an opportunity to capture value opportunities across a range of asset classes.
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Untangling complexity: A step-by-step guide to crafting optimal portfolios under the Matching Adjustment
In this paper we bring together guidance and practical recommendations covering all of the key regulatory requirements for insurers building Matching Adjustment (MA) portfolios in the UK market.
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A farming model for Insurers in 2023: buy and maintain portfolio in fixed income
We believe 2023 presents us with as generous an outlook as we have seen in 10 years
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Infrastructure debt: An essential ingredient
With inflation returning and investors on the hunt for stable yields, insurance companies should explore how an infrastructure debt allocation can support their investment strategy.
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The Fluidity of Liquidity
To meet policyholder demands and terms of their financing arrangements, life insurers must maintain adequate levels of liquidity. Here are some reasons why today's environment makes liquidity management so critical.
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The Evolving Opportunity in Real Estate Debt
While the current landscape may be challenging to navigate, it is also shaping a compelling opportunity in real estate debt—from core to opportunistic lending.
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Why Securitized & Why Now: $12.5 Trillion Market Goes on Sale
Today's securitized market presents a rare opportunity to add diversification via an asset class with the potential to provide defensive opportunities with outsized returns
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