Investor insights

Read what our experts have to say about a wide range of topics that are top-of-mind for institutional investors.

December 17, 2020

Accelerate your P&C business by optimizing your investment portfolio

In today’s “lower for longer” environment, P&C insurers now have an opportunity to review their asset mix to ensure their portfolio continues to drive value for their business. Here are four ideas P&C insurers can consider to enhance their investment portfolio.
November 24, 2020

Biden presidency and Republican Senate should be favourable for markets

President-elect Joseph R. Biden is poised to take office and contend with a number of economic challenges. What does the U.S. election outcome mean for the domestic and international market outlook?
October 29, 2020

Pension risk management in turbulent markets

Examining market swings before COVID-19, during the peak of market panic and today, reveals how certain portfolio allocations and different asset classes performed during this period of volatility and the implications for defined benefit plan sponsors.
October 21, 2020

Sustainable investing in the insurance industry: expanding risk considerations while focusing on returns

A global pandemic, massive wildfires and an unprecedented hurricane season: 2020 has demonstrated time and time again, the cost of ignoring material ESG risks is becoming untenable for insurers.
October 13, 2020

Tax-exempt municipal bonds: Attractive again?

Adding tax-exempt municipal bonds to a portfolio provides U.S. insurers with diversification into a higher rated asset class that typically performs well in a bear market and whose relative value increases under potential tax reform.
October 08, 2020

Canadian monetary policy in the time of COVID-19

The Bank of Canada must handle three challenges simultaneously—providing economic stimulus, hitting inflation targets and managing its massively expanded balance sheet—all while dealing with associated credit and political risks.
October 08, 2020

Investment grade private credit: The fix for fixed income

Yield and income remain critical components for U.S. insurers, and a reconsideration of their core fixed income portfolio should include serious conversations about investment grade private credit. In short, we believe it’s where the yield is.
September 23, 2020

Why private credit appeals to ESG investors

Investors wanting to meet environmental, social and governance criteria are looking closely at private credit but are also wanting to see more rigorous reporting and measurement.
September 09, 2020

Investment grade private assets in U.S. P&C insurance portfolios: leveraging excess liquidity to improve investment outcomes

The persistently low rate environment has challenged all insurers’ ability to meet their return and income objectives while balancing the risk they take within their investment portfolios.
August 11, 2020

A risk management framework for less liquid assets

Markets are challenging. But there are solutions and opportunities that can help insurance companies manage asset risk and advance long-term investment objectives.