The insurers' moment: Credit lending after the crisis
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.
2011 estimates and the thinking behind the numbers. Executive summary
Implications for insurance capital requirements
In this paper, we assess the potential risks associated with such a strategy by stressing capital requirements using spread-implied ratings.
The potential political, macro and credit risks insurers may want to address in 2019.
We expect the US dollar to underperform ahead of the first Federal Reserve (the Fed) interest rate cut of this cycle.
Shifts in global regulations will alter the insurance industry worldwide. Read more
The key political, macro and credit risks that insurers may want to address in 2019.