October 13, 2020
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
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
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
Markets are challenging. But there are solutions and opportunities that can help insurance companies manage asset risk and advance long-term investment objectives.
August 05, 2020
While the outlook for the pandemic remains unclear, demand has been strong as investors remain attracted to the incremental yield and structural protections offered by investment grade private credit.
July 15, 2020
Market inefficiencies are amplified during periods of increased market volatility. This gives active managers the opportunity to exploit inconsistent pricing between individual issuers, industry sectors or even geographies, to construct attractive portfolios.
June 09, 2020
Investment grade private credit is a capital efficient asset class that can offer investors the potential for excess returns, lower downgrades and defaults and provide a natural hedge for long-term liabilities.
May 13, 2020
We remain focused on helping insurers effectively manage risk, stay abreast of new developments and take advantage of opportunities arising from market dislocation and government programs.
April 29, 2020
Markets are stressed and many investors are, too. The good news is our team believes that extreme volatility can also present opportunities.