Insurance

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Credit Real estate Insurance Volatility Macro and market Americas USA Fixed income Quick Take
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Public CRE debt — Risk, opportunity, or both?

Our experts explore the implications of the ongoing stress in the public CRE debt, or commercial mortgage-backed securities (CMBS), space for investors and analyze risks and opportunities for ratings-constrained insurers.

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By

Alyssa Irving

Cory Perry

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Quick Take
2024-09-30
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Insurance Multi-Asset Outlook Insurance Balance sheet iStrat Multi-asset Equity Fixed income Commodities Alternatives Whitepaper Tactical allocation Multi-Asset solutions
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Today’s sweet spot for yield, the growing role of alts

Insurance Multi-Asset Strategist Tim Antonelli provides his latest multi-asset views for insurers, with an emphasis on the value of core fixed income in today's environment.

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By

Tim Antonelli, CAIA, CFA, FRM, SCR

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Whitepaper
2023-10-15
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Insurance Multi-Asset Outlook Multi-asset Insurance Value vs growth Growth Income Liquidity Portfolio construction Private companies ESG Balance sheet Whitepaper Tactical allocation Multi-Asset solutions iStrat
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2023 Insurance Outlook: Resolve to solve with a restocked toolkit

Multi-Asset Strategist Tim Antonelli and Insurance Strategist Max Davies share four actionable ideas designed to help insurers successfully navigate 2023.

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By

Tim Antonelli, CAIA, CFA, FRM, SCR

Max Davies, CFA, CAIA

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Whitepaper
2023-12-31
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Chess Board
Insurance Multi-Asset Outlook Multi-asset Macro and market Inflation Volatility Interest rates Monetary policy Equity Fixed income Commodities Balance sheet Whitepaper Tactical allocation Multi-Asset solutions iStrat
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Inflation, rates, and volatility: The best defense is a good offense

Insurance Strategist Tim Antonelli shares his latest multi-asset views for insurers, including the need to balance defensive portfolio strategies with continued income and return generation.

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By

Tim Antonelli, CAIA, CFA, FRM, SCR

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Whitepaper
2023-04-15
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highway road passing through hills and lake
Alternatives iStrat Strategic allocation Article Balance sheet Insurance Portfolio construction Multi-Asset solutions
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The road less traveled: An insurer’s path to investing in alternatives
Insurance Multi-Asset Strategist Tim Antonelli lays out a sturdy yet flexible framework to help global insurers navigate the alternative investments space.
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By

Tim Antonelli, CAIA, CFA, FRM, SCR

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Article
2023-09-30
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Insurance Inflation Multi-asset Interest rates Insurance Multi-Asset Outlook Whitepaper
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Higher inflation, rising rates: Front and center for insurers
With macro and market complications piling up through the first few months of 2022, Insurance Multi-Asset Strategist Tim Antonelli provides his investment implications for global insurers.
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By

Tim Antonelli, CAIA, CFA, FRM, SCR

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Whitepaper
2022-10-15
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USA Inflation Alternatives Strategic allocation Emerging markets Public pension (DB) Insurance Family office Multi-Asset solutions Volatility Multi-asset iStrat Private pension (DB) Article Macro and market Portfolio construction Endowments & foundations Union (Taft Hartley) China
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What if…? Contemplating five big questions for 2022
Could there be policy, inflation, or market surprises in 2022? Multi-Asset Strategist Adam Berger weighs the possibilities and the portfolio implications.
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By

Adam Berger, CFA

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Article
2023-02-28
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486463910
Multi-asset Public pension (DB) Endowments & foundations Single Balance sheet Private pension (DB) Subadvisory Union (Taft Hartley) Equity Fixed income Alternatives Portfolio policy Article
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Changing “weather” patterns in alternatives and climate
Multi-Asset Strategist Adam Berger offers a forecast on the future of alternative and climate-related investing, with insights on manager selection, public/private allocations, climate-aware capital market assumptions, and a range of other topics.
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By

Adam Berger, CFA

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Article
2022-11-30
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