Explore how insurers are using private real estate lending to seek yield, diversification and capital efficiency amid shifting fixed-income markets. In this AM Best webinar, sponsored by SLC Management and BGO, speakers discuss portfolio fit, the evolving risk and regulatory landscape and where opportunities may be emerging.
2024 Mid-year Global Investment Outlook
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.
What’s covered
In the first half of 2024, we saw signs that the global macroeconomic environment, along with policies, markets and investor sentiment, may be undergoing a major shift. Check out what our investment specialists from SLC Management, BGO, InfraRed and Crescent Capital see for the rest of the year and beyond.
A letter from Steve Peacher
Steve Peacher
Executive Chair, SLC Management
“What I find particularly notable is the impact that possible divergencies in opinions, expectations and policy have had on the risks and opportunities faced by investors.”
Macroeconomic outlook
Mid-year rate cuts notwithstanding, any path toward an economic soft landing may be data dependent.
Real estate
Sentiment boosted with the possibility of lower rates.
Fixed income: investment grade
Implications of a possible gap in long-term yields between Canada and the U.S.
Infrastructure
A more pronounced policy shift could serve as a major infrastructure catalyst.
Fixed income: non-investment grade
Are there pockets of opportunity in high yield and other non-IG asset classes?
Insurance asset management
Why insurers are looking more closely at alternative investments.
Private credit: investment grade
A number of identifiable, evolving trends could steer the direction of IG private credit.
Retirement plan solutions
Diversification and yield enhancement becoming increasingly important for plans’ fixed income portfolios.
Private credit: non-investment grade
Lending conditions could mean opportunities in the core middle market and lower middle market.
