Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Full 62-page report with analysis of all asset classes.
Factor investing through the cycle
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
A summary of the recent NAIC Internatinal Insurance Forum highlighting important regulatory issues and changes that are affecting insurers today.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
LTCMRA Assumptions White Paper US