What are the bright spots in fixed income?
Do high yield bonds and leveraged loans still have room to run?
Where should core or core plus portfolios look to find value?
How can investors potentially achieve greater total return in an unconstrained fixed income portfolio?
EURUSD should be rangebound
Is now the time for de-risking?
In our first post of the “Insurers and COVID-19” series, we analyzes the public equity portfolios of P&C insurers during this turbulent time.
Investment strategies for a late-cycle environment
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Since the financial crisis, for a relatively liquid investment CLOs consistently have had the highest spreads net of capital costs for US life insurers.