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.
In the January issue of Reactions, our U.S. Insurance Asset Management group explores how investment grade private credit can help P&C insurers maintain income levels without taking on additional credit risk.
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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.
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.
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.
