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Steve Peacher reflects on challenges and milestones in 2023

In our annual holiday episode, Steve Peacher, President of SLC Management, sits down with Chris Adair, Senior Managing Director, Head of Strategic Partnerships, to discuss a tumultuous year in the markets, a milestone for “Three in Five” as well as what’s next for the podcast, and some movie trivia about a holiday classic.

David Hamlin on fundamental credit research

David Hamlin, Senior Managing Director, Global Head of Credit Research at SLC Management, discusses his team’s fundamental credit research process, including determining where we are in the credit cycle and the use of AI.

Steve Peacher on the 10-year anniversary of SLC Management

In this episode we turn the tables in honor of the 10-year anniversary of SLC Management. Jackie Gallant, Senior Managing Director and Head of Marketing and Communications at SLC Management, sat down with Steve Peacher, President of SLC Management, to reflect on the firm’s journey.

D.J. on the CMBS market

Daniel J. Lucey Jr., CFA, Senior Managing Director, Senior Portfolio Manager at SLC Management, discusses pressure in the commercial mortgage back securities market, how it's changed since 2008, and pockets of opportunity for investors to consider.

Beth Brown on workplace burnout

Beth Brown, Health & Well-Being Program Manager at ComPsych, discusses the signs of workplace burnout and small steps that companies and employees can take to combat it.

Chris Wright on the future of private credit

Chris Wright, Managing Director at Crescent Capital, discusses navigating a challenging interest rate environment, working with management teams, and how changes in the banking sector have impacted the private credit market.

Jim Blakemore on real estate debt

Jim Blakemore, Managing Partner and the Global Head of Debt at BentallGreenOak, discusses the real estate debt market in the current environment, including deal volumes, pockets of value, and exciting opportunities for investors.

Doug on the debt ceiling

Doug Clark, Managing Director, Portfolio Manager, Insurance, SLC Management, discusses the debt ceiling and how political posturing could impact markets.

Rich and Peter on growing stress in the banking sector

Rich Familetti, CIO of Total Return Fixed Income and Peter Cramer, Senior Managing Director of Insurance Asset Management at SLC Fixed Income, discuss the recent collapse of Silicon Valley Bank and how current issues in the banking sector are impacting their approach to client portfolios.

Steve on the Canadian P&C insurance market

Steve Guignard, Senior Director of Client Solutions, discusses how P&C insurers in Canada are dealing with regulatory changes, market volatility, and new investment opportunities.

Cristina Medina on Invest in Girls

In honor of International Women's Day, Steve sat down with Cristina Medina, Program Manager and head of Western Region & Program Expansion at Invest in Girls, to discuss the nonprofit's mission, impact, and plans for the future.

Ben Greene on education, allyship, and the trans experience

Ben Greene, International Public Speaker and LGBTQ Inclusion Consultant, discusses his work as a trans activist, educator and resource for various organizations as they work to build acceptance and allyship within their communities. For more information, go to https://www.bgtranstalks.com/.

Cliff Corso on opportunity in the high net worth market

Cliff Corso, President and Chief Investment Officer at Advisors Asset Management, discusses the growth opportunity for alternatives in the high-net-worth and wider retail market, and celebrates the recently completed acquisition of AAM to join SLC Management.

Rich & John on investing in multi-asset credit strategies

Rich Familetti, CIO of Total Return Fixed Income at SLC Management, and John Fekete, Head of Capital Markets at Crescent Capital, discuss the potential benefits of investing in multi-asset credit strategies in the current market environment.

Anna on the Net Zero Asset Managers initiative

Anna Murray, Managing Director, Global Head of ESG at SLC Management, discusses SLC Fixed Income’s commitment to Net Zero Asset Managers initiative and how we’ll work together with our clients on their decarbonization goals.

Annette on long duration fixed income

Annette Serrao, Managing Director, Fixed Income Portfolio Manager at SLC Management, discusses her teams approach to investing in long duration assets on behalf of clients.

Wayne Hosang on leveraged loan markets

Wayne Hosang, Managing Director and Portfolio Manager at Crescent Capital Group LP, discusses leveraged loan markets, including how floating rate debt is holding up in the current market environment as well as investor considerations when allocating to leveraged loans or debt within CLOs.

Shamika and Desmond on the Sun Life Black Excellence Alliance

Shamika Hoyt, Director, Client Management in Health and Risk Solutions and Desmond Glynn, Contracts and Specialty Operations Senior Specialist at Sun Life, discuss their involvement in the Black Excellence Alliance and how the group is positively impacting both their colleagues and communities.

Olesya on trends in ESG integration

Olesya Zhovtanetska, Senior Director, Public Fixed Income, Credit Research and ESG in Bonds & Treasury at SLC Management, discusses ESG integration in the fixed income space as well as her professional and personal connection to Ukraine.

James Lizotte on structured credit

James Lizotte, Director, Structured Credit Analyst at SLC Management, discusses how Covid impacted the CMBS and ABS markets in the U.S., and where investors might find pockets of opportunity.

Abbe Borok on real estate debt

Abbe Borok, Managing Director and Head of U.S. Debt at BentallGreenOak, discusses opportunities in the real estate debt market and the various benefits for investors.

Brian Linde on oil markets

Brian Linde, Managing Director, Portfolio Manager, Insurance at SLC Management, discusses complexity in global oil markets and the potential knock on effects in the U.S.

Chhad Aul on tactical asset allocation

Chhad Aul, CIO and Head of Multi-Asset Solutions, SLGI Asset Management, discusses his teams approach to asset allocation amid spikes in inflation, rising rates and geopolitical crisis.

Brett Pacific on defensive risk premia

Brett Pacific, Senior Managing Director, Head of Derivative & Quantitative Strategies at SLC Management, discusses how inflation and the current high risk environment can affect managing portfolio risk at the macro level.

John Bowman on direct lending

John Bowman, Managing Director and Co-Head of Crescent Direct Lending, discusses the why the direct lending market is becoming an increasingly popular asset class for institutions investors.

Brent Simmons on pension buyouts

Brent Simmons, Head of Defined Benefit Solutions at Sun Life, discusses pension buyouts and why they can be an attractive option for plan sponsors.

Jason Breaux on business development companies

Jason Breaux, Chief Executive Officer of Crescent Capital BDC and managing director of private credit at Crescent Capital, discusses business development companies and their ability to provide income replacement in investor portfolios.

Nitin Chhabra on insurance client considerations and trends

Nitin Chhabra, Managing Director, Head of Insurance Client Relationships & Solutions at SLC Management, discusses how persistent low yields, inflation and regulatory constraints can shift an insurance company’s approach to portfolio allocation.

Tom Murphy on client concerns

Tom Murphy, Senior Managing Director, Head of Institutional Business at SLC Management, discusses what he’s hearing from clients as we enter 2022.

Chris Adair on intermediate private credit

Chris Adair, Senior Managing Director, Head of Strategic Partnerships at SLC Management, discusses why intermediate private credit can be a compelling opportunity for investors.

Amy DeAngelo on the future of work

Amy DeAngelo, Senior Managing Director and Head of Human Resources at SLC Management, discusses returning to the office, the future of work, and the importance of supporting employee mental health.

Linda Kong Ting on public credit

Linda Kong Ting, Director, Fixed Income Credit Analyst at SLC Management, discusses trends in issuance in the investment grade public market and the shift towards longer tenors.

D.J. Lucey on securitized credit markets

D.J. Lucey, Managing Director, Senior Portfolio Manager, Fixed Income at SLC Management, discusses the securitized sector and the impact the 2008 global financial crisis had on preparing securitized credit markets to weather the COVID-19 storm.

Liz Thorne on private credit ESG investing

Liz Thorne, Managing Director, Private Fixed Income at SLC Management, discusses investing sustainably in the investment grade private credit market, including how to evaluate opportunities where public information is limited.

Stéphane Kofman on infrastructure

Stéphane Kofman, Director of Infrastructure at InfraRed Capital Partners, discusses infrastructure as a growth stimulus and the importance of public capital.

Christine Vanden Beukel on direct lending

Christine Vanden Beukel, Managing Director of Crescent Credit Europe LLP and Head of European Credit Markets, ESG Strategy and Policy Development at Crescent Capital, discusses direct lending markets in the UK and Europe.

Rahim Ladha on philanthropy

Rahim Ladha, Global Head of Communications and Philanthropy at BentallGreenOak, discusses “BGO Inspire,” a new multifaceted philanthropy program that’s focused on empowering employees to make a positive difference in their communities.

James Slotnick on the shifting infrastructure package

James Slotnick, Head of Government Relations at Sun Life, follows up on the state of the traditional and “human” infrastructure packages in the U.S., including the hurdles they face in Congress and the likelihood of both reaching President Biden’s desk.

Beth Lee and Laura Cronin on InvestHer

Beth Lee, Senior Director, Derivatives & Quantitative Strategy and Laura Cronin, Managing Director, Public Fixed Income, Credit Research, discuss InvestHer, a program they started to help advance women's professional development at SLC Management and the asset industry at large.

Dec Mullarkey on the central bank

Dec Mullarkey, Managing Director, Investment Strategy and Asset Allocation at SLC Management, discusses the Fed’s balance sheet expansion and its impact on the market.

Andy Kleeman on private placements

Andy Kleeman, Senior Managing Director, Head of Corporate Private Placements at SLC Management, discusses investing in the private placement markets.

Lauren Chesney on workforce diversity

Lauren Chesney, Managing Director, HR Business Partner, Diversity, Equity & Inclusion at SLC Management, discusses improving workplace diversity in the asset management industry.

Randy Brown on ESG investing

Randy Brown, Chief Investment Officer at Sun Life and Head of Insurance Asset Management at SLC Management, discusses how he’s approaching sustainable investing while also balancing the various goals of the portfolio.

Randall Malcolm on interest rates

Randall Malcolm, Senior Managing Director and Public Fixed Income Portfolio Manager at SLC Management, discusses interest rate anomalies, yield curve expectations and credit spreads in the Canadian and U.S. fixed income markets.

Tim Boomer on pension funding

Tim Boomer, Senior Managing Director and Head of Client Solutions at SLC Management, discusses how the pandemic affected pension funding levels, shifts in portfolio allocations, and the role of fixed income investments moving forward.

Daniel Sausmikat on renewable energy

Daniel Sausmikat, Co-Head of infrastructure investment across the Americas at InfraRed Capital Partners, discusses the new construction of renewable energy infrastructure, trends in battery technology and challenges of building and developing these projects.

Anna Murray on ESG

Anna Murray, Global Head of ESG for SLC Management, discusses ESG best practices in commercial real estate and the broader sustainability opportunities and outlook for investment managers.

Mark Attanasio on Major League Baseball

Mark Attanasio, co-founder of Crescent Capital Group and owner of the Milwaukee Brewers, talks about what it’s like owning a major league baseball team during a pandemic.

Dean Connor on leadership

Dean Connor, Chief Executive Officer at Sun Life, reflects on his experience as CEO and the next chapter after retirement.

Kim Frazier on CLOs

Kim Frazier, Managing Director and Portfolio Manager at Crescent Capital, discusses CLOs, LIBOR and bank loan market valuations.

James Slotnick on the infrastructure package

James Slotnick, Head of Government Relations at Sun Life, discusses uncertainty around the U.S. infrastructure package, including the likelihood that it will pass this summer and how it might be financed.

John Vincent on Public Private Partnerships

John Vincent, Senior Managing Director and Head of Project Finance at SLC Management, discusses public private partnerships and how they might fit in to the Biden administration’s infrastructure plan.

Dec Mullarkey on the U.S. debt level

Dec Mullarkey, Managing Director, Investment Strategy and Asset Allocation at SLC Management, discusses current debt levels in the U.S. and what it might mean for markets.

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Q1 2024: Investment Grade Private Credit update

Market statistics for the private placement market sourced from Private Placement Monitor, a standard proxy for the IG private credit market.

Robust volumes, greater demand from a growing investor base and tightening spreads characterized investment grade (IG) private credit during the first quarter. New investors coming into the market has also led to increased market capacity and larger deal sizes. Meanwhile, fund finance has emerged as a growing, evolving sector for institutional investors looking for potential diversification, investment premiums and risk-managed performance.

Looking under the hood at below-IG fixed income

At the beginning of 2024 there was little solid consensus on the direction of interest rates. Expectations for federal bank actions ranged from rate decreases for earlier in the year to rates remaining high until at least 2025. Such uncertainty can make things difficult for fixed income investors, as in many cases bond yields are highly correlated to interest rates.

Q4 2023: Investment Grade Private Credit update

Investment grade (IG) private credit volume in Q4 2023 was the strongest for the year at US$28.6 billion, bouncing back from US$14.1 billion in Q3 2023, the lowest quarterly volume of the year. While we won’t know final results for a few months, preliminary 2023 volume of US$90.7 billion fell short of US$92.3 billion in 2022. Issuers that had something to get done came to market in the last quarter and investors responded positively. This was in contrast to much of 2023 when issuers were put off by high rates or market uncertainty and investors were either less liquid or more cautious immediately after the failure of Silicon Valley Bank.

2024 Global Investment Outlook

Welcome to SLC Management’s investment outlook for 2024. In this report, our investment teams and solutions providers discuss public and private fixed income, real estate, infrastructure, insurance asset management and retirement plans.

P&I Commentary: Don't rest yet, the recession will rear its head in 2024. Here's how to protect your bond portfolios

Peter Cramer is senior managing director and senior portfolio manager, insurance asset management, for SLC Management, discusses how to protect your bond portfolios amid the threat of a recession.

Narrowly syndicated credit: yield opportunities in an underexplored niche

A volatile economic and market environment has led to increased interest among institutional investors for more diversified credit exposure. One segment of the credit market that’s often overlooked is the narrowly syndicated credit (NSC) space, which can offer the potential for higher yields with reduced volatility characteristics.

Q3 2023: Investment Grade Private Credit update

In a slow quarter for the investment grade (IG) private credit market, robust industrial and utility sector issuance helped support volume amid decreased financial issuance. We are seeing a possible turnaround in decreasing IG private credit demand to date as markets begin to adopt “higher for longer” rate expectations. Meanwhile, we are taking a closer look at infrastructure debt investments amid increased focus on the diversification, risk management and other potential benefits of the asset class.

Q2 2023: Investment Grade Private Credit update

Issuance of investment grade private credit (IG private credit) proved resilient in Q2 2023, with the market providing some respite during uncertainty in the public debt space. H1 2023 issuance, however, is still behind that of the same period last year, largely due to a decrease in volume in financials. Amid other promising sectors, we see potential value in asset-backed securities (ABS), in particular senior IG ABS. From a volume and return perspective, 2023 could be an especially strong year for ABS investors, in our view.  

2023 Mid-year Global Investment Outlook

Welcome to SLC Management’s investment outlook for mid-year 2023. In this report, our investment teams and solutions providers share their insights, analyses and perspectives on public and private fixed income, real estate, infrastructure, insurance asset management and retirement plans.

The BMA’s upcoming regulatory review

The rapid expansion of Bermuda’s life reinsurance sector could result in regulatory changes that will impact everything from the management of assets and liabilities to investment allocations for insurers, say Barton R. Holl and Angel Zhu of SLC Management.

Crescent experts Q&A: How innovation will drive private debt forward

Our affiliate Crescent Capital Group’s John Fekete and Chris Wright recently sat down with Private Debt Investor to discuss the evolution of private debt and the future of credit.

 

Q1 2023: Crescent Capital Group market commentary

In the first quarter of 2023, all fixed income markets rallied retracing some of the losses sustained in 2022 despite the late quarter market disruptions caused by the failures of two US regional banks, SVB and Signature Bank and the takeover of Credit Suisse by UBS.

Q1 2023: Investment Grade Private Credit update

Issuance for 2023 started off on a strong footing with robust volumes in Q1, which was down somewhat from 2022 but stronger than 2021 for the comparable time periods. Financial issuance for Q1 2023 was down significantly year over year, but was partially offset by strong robust volumes from industrial, utility and transportation. With continuing uncertainty around the market – from inflation, interest rates and turmoil in the banking sector – investment grade private credit (IG private credit) is exhibiting the risk/return characteristics investors might be looking for.

Fireside chat: Seize new opportunities in bonds and structured credit

The current economic climate is creating valuable new opportunities in bonds and structured credit for institutional investors. To enhance return potential while decreasing risk, consider these insights from leaders at SLC Management.

Crescent Capital Group Market Commentary Q4 2022

In the final quarter of 2022, all fixed income markets rallied retracing some of the losses sustained during the year, though most of them still finished the year in the red.

Multi-Asset Credit Strategy: January 2023 Update

Treasury and credit markets returned 3% in January, according to the Bloomberg US Aggregate Index, following outsized negative returns for fixed income in 2022. Investors feel optimistic about fixed income performance as inflation cools and central banks get closer to a pause in their tightening activities.

2023 Insurance Outlook: A window of opportunity in fixed income?

Taking advantage of yield opportunities while they last: our 2023 insurance outlook

Q4 2022: Investment Grade Private Credit update

Issuance in Q4 was an improvement from the previous quarter, but lagged year on year. In total, 2022 is expected to be either the second or third largest issuance year on record, albeit behind a record-setting 2021. The issuance pipeline in 2023 could be more uncertain due to rising rates and recession concerns, although volumes could be aided by postponed deals from 2022 transpiring in the new year. Amid increased interest in private credit, we offer insights into the specialized operational nature of these investments. 

2023 Global Investment Outlook

We are pleased to present SLC Management’s investment outlook for 2023. This report reflects the diverse viewpoints of our investment teams and solutions providers, with analyses of public and private fixed income, real estate, infrastructure, insurance asset management and retirement plans.

Multi-Asset Credit Strategy: December 2022 Update

2022 marks a historically poor year for Treasury and credit markets, dominated by aggressive tightening by the U.S. Federal Reserve in efforts to moderate inflation.

Multi-Asset Credit Strategy: November 2022 Update

Treasury and credit markets continue to be highly volatile, with inflation, aggressive central bank action and recession fears dominating headlines. However, we continue to take advantage of market volatility though security selection and relative value trading.

Investing into the rate-hiking cycle

Today’s environment of rising interest rates has injected considerable uncertainty into fixed income allocations for institutional portfolios. This may lead to suboptimal portfolio positionings, such as effectively remaining on the sidelines with significant allocations to cash and/or low-yielding securities, or otherwise not investing effectively against the backdrop of rising rates.

Multi-Asset Credit Strategy: October 2022 Update

Treasury and credit markets continued to be highly volatile in October thanks to a combination of inflation, aggressive central bank actions and recession concerns. These conditions, however, meant continued opportunities for the Multi-Asset Credit strategy group.

Q3 2022 Investment Grade Private Credit Update

Issuance in Q3 was weaker amid the rise in interest rates and market volatility. However, we are also seeing interesting opportunities emerge among sound European and U.K. issuers looking outside their regional public bond markets. And as October action winds up in the world of professional sports, we are reminded of the select robust private credit opportunities in this market.

Crescent Capital Markets Q3 2022 Update

The third quarter of 2022 was a continuation of the challenges seen all year as the U.S. Fed continued to combat inflation with significant rate increases, the ongoing conflict in Ukraine and deteriorating global growth prospects.

Q2 2022: Investment grade private credit update

In Q2, while volatility was high and other markets closed, the investment grade private credit (IGPC) market continued to execute transactions in the face of a myriad of headwinds. Dissecting this year’s issuance, we are seeing some interesting trends, including a shift in terms and industry participation. 

2022 Mid-year Global Investment Outlook

We are pleased to present our first-ever mid-year investment outlook for 2022. This report includes our macroeconomic views for the rest of the year, as well as our expectations for public and private fixed income, real estate, infrastructure, insurance asset management, and retirement plan solutions.

Regulatory Update - Collateralized Loan Obligations

A key area of interest at the NAIC's Summer National meeting was the potential changes in regulatory treatment of collateralized loan obligations (CLOs) held on insurance company balance sheets. The details regarding the recommendation will not be available until later this year, but a few key themes have emerged.

Regulatory Update - Schedule D Part 1 (Bonds)

The National Association of Insurance Commissioners (NAIC) recently held its Summer National Meeting and provided updates regarding proposals related to insurance company investments.

Investing in an inflationary environment

A combination of high inflation, aggressive monetary policies and a possible recession may have left investors with questions on how to best adjust their investment strategy. SLC Management explores how different asset classes have performed in such inflationary conditions and provide insights into the current environment.

Private Credit Insights August 2022

In this extraordinary time of market transition, private credit appears uniquely positioned to remain resilient and capitalize on compelling investment opportunities and higher returns generated by volatility and dislocations in the public markets.

2022 Corporate Responsibility Summary

BentallGreenOak recently released its 2022 Corporate Responsibility Summary, which highlights the organizations’ approach to ESG, diversity, equity and inclusion, as well as philanthropy.

Exploring the LDI grey areas

In the last few years as more plans have matured and moved down their glidepaths, we have seen a surge of interest in asset classes that fall in the grey areas between the growth and hedging buckets. These asset classes can come with higher return expectations, additional diversification benefits and varying degrees of liability hedging attributes.

Worth a look at munis

As recession is front of mind for investors across the globe, we believe now is the time for bond buyers to reconsider municipals.

The Impact of Rising Rates – LDI Client Update

Rates have been driven higher as inflation and inflation fears have spooked investors. The rate rise has led to improved funded status across most corporate DB plans and our conversations with clients have been focused primarily on two things to do with their hedging portfolio: de-risk and diversify.

Don’t fear the (rates) reaper

Learn more about three rising rates considerations for fixed income investors.

The case for real estate

The search for yield and diversification has made real estate an increasingly popular alternative asset class for insurers.

Q1 2022: Investment grade private credit update

The first quarter of 2022 saw extreme volatility in public fixed income markets. However, amidst this surging volatility, private credit market issuance has remained steady due to the unique supply/demand dynamics of the market. 

2022 BentallGreenOak Perspective report

BentallGreenOak discusses the decline of the pandemic and resultant economic expansion; digitization and technological disruption;  demographics, labor, and housing affordability; and how all these forces are driving and disrupting the real estate space.

Evaluating private credit opportunities in today's market

In the midst of economic transition, investors continue to seek out private credit for its attractive risk-return profile, consistent yield premium to public fixed income markets, and low default rates. What does this period of change and volatility mean for a private credit manager? And what should investors be on the lookout for when evaluating private credit opportunities in today’s market?

Views from the CIO

Randy Brown, Chief Investment Officer at Sun Life & Head of Insurance Asset Management at SLC Management, provides his thoughts on how the Russia/Ukraine conflict is impacting our global macro views.

NAIC Redux – Ratings Scrutiny on Private Credit

Recent proposals from the Securities Valuation Office (SVO) aim to bring additional scrutiny to the ratings of private credit securities. While implementation of any new regulation is still someway off, we don’t believe the proposals will end up impacting traditional private placements. 

Q4 2021 investment grade private credit market update

Learn how the asset class performed in Q4 2021, the outlook for Q1 2022 and how issuance and new buyers were key trends in 2021, and our thoughts on the market in 2022.

Inflation: 2022’s biggest threat to insurance investment portfolios?

After spending most of 2021 wondering if inflation would be transitory or persistent, consensus thinking as we begin 2022 is that it is here to stay. With insurers likely to feel the pain on both sides of their balance sheets if inflation remains elevated, it’s no surprise that this topic is top of mind for insurance investment staff as they assess how to position their portfolios in preparation of this growing threat.