Latest institutional insights

May 08, 2026

Looking deeper into liquidity, AI factors in the market

Issuance momentum carried into the beginning of the year, with notable year-over-year volume increases for the quarter. Meanwhile, continued headline focus on specific corners of stress in private credit, plus secular issues related to AI, have created conditions in which deeper analysis of this investment universe could generate opportunities. 

January 09, 2026

Commercial real estate ("CRE") debt — and in particular, value-add lending — is an asset class that is historically underutilized by insurance companies. But there are compelling reasons for them to reconsider.

February 19, 2026

Tuning out the white noise in private credit

Placement volumes remained healthy in Q4 2025, powered by strong investor demand. This occurred despite an uncertain macro environment, and recent, highly public defaults in specific corners of the private credit universe merit a more comprehensive look at these asset classes. 

February 02, 2026

Welcome to SLC Management’s investment outlook for 2026. In this report, our investment teams and solutions providers discuss public and private fixed income, real estate, infrastructure, insurance asset management and retirement plans.

November 07, 2025

Robust issuance continued into Q3, reflecting solid supply–demand dynamics. As the IG private credit market grows, however, we take a closer look at the diverse array of origination channels in this investment universe, discussing the potential benefits, drawbacks and possible misconceptions surrounding these sources of deal flow. 

October 29, 2025

For our 2025 SLC Management Insurance Asset Management Survey, we conducted quantitative and qualitative interviews with 250 insurer decisionmakers on their investment positioning and the results are in.

June 26, 2025

In a year already marked by tariff uncertainty, market volatility and macro-level changes, what’s next for the rest of 2025? In our newest podcast series, Checking In, Looking Ahead, our investment team provides insights and outlook on what’s to come.

August 20, 2025

Issuance activity overcame a slower start to the quarter to end at volumes exceeding Q1. Also, the continued uncertainties over global trade, inflation and fiscal policies highlight the potential benefits of IG private credit against this backdrop.

July 24, 2025

Discover how rising rates and evolving objectives are reshaping Liability-Driven Investing (LDI) approaches and expanding investment options.

July 09, 2025

Nicolas Delisle, Managing Director and Portfolio Manager of Private Fixed Income, discusses how the evolution of fund finance structures offers opportunities for Canadian investors at the Canadian Investment Review's Global Investment Conference.

May 13, 2025

Credit markets reported considerable year-over-year deal activity, with investor demand a principal driver. Meanwhile, continued development, expansion and innovation in the asset-backed finance (ABF) space requires a renewed perspective into the possible benefits and risks of these investments.

February 11, 2025

In this issue, we discuss the uncertainty caused by trade tensions, some cooling in shelter prices and effects of the Canadian government’s tax moves.

February 10, 2025

Strong October issuance led to a strong fourth quarter of 2024. Meanwhile, business development companies (BDCs) continue to grow as potential opportunities for IG private credit investors.

January 30, 2025

Welcome to SLC Management’s investment outlook for 2025. In this report, our investment teams and solutions providers discuss public and private fixed income, real estate, infrastructure, insurance asset management and retirement plans.

November 27, 2024

Amid continuing pressures on social infrastructure, SLC Management discusses investor opportunities to enhance returns, while advancing public interest initiatives.

November 12, 2024

Check out these insights from Louis Pelosi, Managing Director, Client Solutions at SLC Management. Louis was a special guest on the Insurance AUM podcast, where he discussed the unique needs of clients in the insurance asset management business, managing asset allocations against liabilities and more.

October 31, 2024

Welcome to our Canadian Insurance Newsletter, where we deliver insights on industry trends, regulatory updates and investment strategies relevant for insurance professionals.

December 10, 2024

Fund finance, which includes strategies such as net asset value (NAV) lending, has become a fast growing tool employed by asset managers seeking financing and for institutional investors seeking potential risk–return benefits. Gain further insights from our investment team: 

September 30, 2024

LDI programs often face a tradeoff between hedging liabilities and enhancing diversification, among other competing goals. Our investment team discusses how IG private credit can help solve the conundrum.

September 20, 2024

Our insurance specialists discuss how a multitude of risk components can affect an insurer’s capital structure, returns and ability to generate shareholder value. Read more on our latest insights.

November 14, 2024

In this issue, we discuss cooling inflation, price softness across several CPI categories and alternatives to RRBs in inflation hedging.

August 15, 2024

With investors increasingly looking into the potential benefits of NAV lending, SLC Management takes a closer look at this asset class.

July 22, 2024

Welcome to SLC Management’s investment outlook for the mid-year point of 2024. Learn more about what our investment teams and solutions providers expect for public and private fixed income, real estate, infrastructure, insurers and retirement plans.

May 30, 2024

SLC Management joined this year’s Pensions & Investments Canadian Pension Risk Strategies (CRISK) events to share insights and help institutional investors navigate the complexities of private markets.

May 16, 2024

Market statistics for the private placement market sourced from Private Placement Monitor, a standard proxy for the IG private credit market.

Robust volumes, greater demand from a growing investor base and tightening spreads characterized private credit during the first quarter. New investors coming into the market has also led to increased market capacity and larger deal sizes. Meanwhile, fund finance has emerged as a growing, evolving sector for institutional investors looking for potential diversification, investment premiums and risk managed performance.

April 22, 2024

At the beginning of 2024 there was little solid consensus on the direction of interest rates. Expectations for federal bank actions ranged from rate decreases for earlier in the year to rates remaining high until at least 2025. Such uncertainty can make things difficult for fixed income investors, as in many cases bond yields are highly correlated to interest rates.

February 14, 2024

Investment grade (IG) private credit volume in Q4 2023 was the strongest for the year at US$28.6 billion, bouncing back from US$14.1 billion in Q3 2023, the lowest quarterly volume of the year. While we won’t know final results for a few months, preliminary 2023 volume of US$90.7 billion fell short of US$92.3 billion in 2022. Issuers that had something to get done came to market in the last quarter and investors responded positively. This was in contrast to much of 2023 when issuers were put off by high rates or market uncertainty and investors were either less liquid or more cautious immediately after the failure of Silicon Valley Bank.

February 12, 2024

Welcome to SLC Management’s investment outlook for 2024. In this report, our investment teams and solutions providers discuss public and private fixed income, real estate, infrastructure, insurance asset management and retirement plans.

April 08, 2021

Listen to Insurance AUM’s latest podcast, where SLC Management’s Andrew Kleeman and Crescent Capital Group’s Chris Wright and John Bowman discuss opportunities for insurers across the private credit spectrum.

July 11, 2026

Infrastructure debt has become an increasingly prominent component of many portfolios. SLC Management takes a deeper look into the market forces, potential benefits and outlooks driving this investment universe.