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Our 2021 plan for insurers
In this video interview and companion paper, Tim Antonelli offers outside-the-box ideas for insurers to consider as they plan for 2021 and its potential risks.
For a more in-depth analysis, please download the paper below.
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In this three-minute video, we share the climate-exposure risk-analysis tool we have developed in partnership with Woodwell Climate Research Center. This software helps our investment teams track and assess physical climate risks facing capital-market assets around the world.
January 2021
Mapping the impact of climate change
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In their latest multi-asset outlook for insurers, Tim Antonelli and Danny Cook argue that a durable rotation from growth- to value-type equity exposures may be in the offing for 2021.
December 2020
Insurance Multi-Asset Outlook — Is the market rotation the real deal or just a head-fake?
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As we head into the new year, thought leaders from across our investment platform share their views on pressing questions.
December 2020
2021 Investment Outlook
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Director of Alternatives Danny Sharp explores the future of alts — discussing dispersion in today's markets, the opportunities it presents and the impact of the COVID-19 pandemic on the alternative investments landscape.
November 2020
The future of alternative investments
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Our director of sustainable investment discusses our partnership with Woodwell Climate Research Center and the tools we are developing to help investment teams and clients understand the economic impacts of climate change.
October 2020
Why should investors study climate science?
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With the pandemic changing the scale and nature of fiscal policy, Macro Strategist John Butler explores the potentially profound consequences for the global economy and financial markets.
October 2020
No turning back: COVID-19’s lasting policy legacy
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In the wake of severe credit-market dislocations earlier this year, Fixed Income Portfolio Manager Mahmoud El-Shaer shares his thoughts on the growing importance of credit research in a still-uncertain environment.
August 2020
Credit research looms large in the era of COVID-19
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Our culture values continuous learning, personal growth and humility. Therefore, it has become a tradition that, each year, we poll our colleagues to ask for their latest reads to kick-start summer, a season when many of us seek time to reflect and recharge. Learn how our 2020 reading list is inspiring us.
July 2020
Insurance summer reading list
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