Investor insights

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

May 27, 2021

Gaining exposure to private fixed income

Investment grade private credit has been a major investment theme for U.S. insurers of all types. The asset class can offer additional yield, diversification and risk charges similar to that of a public corporate bond.
May 18, 2021

ESG investing for insurance portfolios

Successfully integrating ESG factors throughout a portfolio is even more critical as insurers and investors seek to sustainably achieve their risk-adjusted return and income objectives in today’s persistent low-rate environment.
May 07, 2021

Q1 2021: Investment grade private credit update

Learn how the asset class performed in Q1, the outlook for Q2 and the three reasons why investment grade private credit can be more liquid than you might have assumed.
April 27, 2021

Investing sustainably in a post-Covid-19 world

Learn how Randy Brown, Head of Insurance Asset Management at SLC Management and Chief Investment Officer at Sun Life, is thinking about the crises of today when incorporating ESG factors into investment portfolios.
April 08, 2021

Opportunities across the private credit spectrum

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.
April 06, 2021

Managing long duration credit across market cycles

As we look forward to an uncertain route out of the pandemic, we believe that long duration credit portfolios that marry strong credit research with efficient, nimble active management can help investors outperform their benchmarks across market cycles.
March 11, 2021

Investment grade private credit recap and outlook

Investment grade private credit continues to be seen as an attractive asset class. Year-in and year-out, throughout business cycles, and even pandemics. It can be a great diversifier in a portfolio, can demonstrate solid relative value and can benefit from covenants and structural protections.
February 10, 2021

PM Perspectives: A new era of inflation?

Our PM’s discuss the prospects of inflation and potential effects on U.S. markets.
January 25, 2021

Reinvesting legacy book yield maturities in a low rate environment? Start with trading liquidity

Book yield has continued to erode for many P&C insurers. They are desperately looking for new capital efficient investment strategies to help alleviate future income concerns against the backdrop of a “lower for longer” environment.
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.