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Insurance Viewpoints
Renewable Energy and Insurers: Tailor Made?
Investment in clean energy infrastructure may tick a lot of boxes for life insurers.
Insurance Viewpoints
Tariff Turmoil and Takeaways for Insurance Investors
We check in on what has been a rollercoaster ride for markets as tariff policies bite.
Insurance Viewpoints
When is a Bond a Bond? Applying the NAIC’s Principles-Based Bond Definition Guidance
The NAIC’s principles-based bonddefinition guidance goes into effect January 1, 2025, so time is running short for insurers and asset managers to adapt.
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Related Insights
Navigating Change: European Insurance 2024 Midyear Outlook
At the halfway point, insurers can bolster allocations, diversify and exploit market themes.
US Insurance Investors: Key Storylines for 2024’s Second Half
We assess the investment landscape for insurers with half of 2024 in the books.
Consumer Debt: Not a One-Size-Fits-All Investment Strategy
It’s a good time to check on consumer health.
What You Didn’t Know About European Offices
Are European offices broken? We don’t think so. They’re just different.
Underwriting the Underwriter: Finding Opportunity in Consumer Loans
When it comes to investing in consumer debt, headlines may be misleading. We see opportunity.
Asset-Based Finance: Private Credit’s Key Diversifier
Private capital is increasingly being used to finance consumer spending.