Market insight

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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

  • 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.

  • 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.

  • 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.

  • 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

Most Read
  1. Ready, Steady, CLO: Solvency II Reform & the Case for AAA CLOs
  2. NA lifers resilient in face of hypothetical private credit market stress, S&P Global Ratings says
  3. Chart of the week: Chinese state insurers' investment returns jump after year of equity push
  4. PGIM hires new head of insurance from Blackstone
  5. AllianzGI announces $270m close of APAC infra credit fund
  6. S&P warns SII reforms could spur more private credit investments
  7. German insurers welcome seismic pension reform - with caveats
  8. MEAG appoints head of distribution international and direct
  9. Insurers' unique position in the finances of climate risk
  10. Allianz takes 51% stake in German battery storage platform