Insurance

Showing of Insights Posts
1337637114
Sustainability Biodiversity Climate Public pension (DB) Private pension (DB) Distribution Multi Single Balance sheet Discretionary Union (Taft Hartley) Climate Market Neutral Climate Strategy Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Why sustainable food systems matter to investors

Our climate research expert explores insights from our joint work with Woodwell Climate Research Center on the pivotal relationship between food systems and biodiversity and highlights potential investment opportunities. 

Continue reading

By

Christopher Goolgasian, CFA, CPA, CAIA

event
Article
2024-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Credit Real estate Insurance Volatility Macro and market Americas USA Fixed income Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading

By

Alyssa Irving

Cory Perry

event
Quick Take
2024-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1202249270
Insurance Multi-Asset Outlook Insurance Balance sheet iStrat Multi-asset Equity Fixed income Commodities Alternatives Whitepaper Tactical allocation Multi-Asset solutions
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading

By

Tim Antonelli, CAIA, CFA, FRM, SCR

event
Whitepaper
2023-10-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
chess-opportunities
Insurance Credit Balance sheet High yield Fixed income Interest rates Inflation Volatility Liquidity Portfolio construction Risk management Article Tactical allocation Multi-Asset solutions iStrat
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Should insurers incorporate additional flexibility within their core credit allocation?

ALM and Regulatory Capital Strategist Francisco Sebastian assesses how insurers can capture tactical credit opportunities without meaningfully impacting risk levels.

Continue reading

By

Francisco Sebastian, FIA

event
Article
2024-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
625229914
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
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading

By

Tim Antonelli, CAIA, CFA, FRM, SCR

Max Davies, CFA, CAIA

event
Whitepaper
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading

By

Tim Antonelli, CAIA, CFA, FRM, SCR

event
Whitepaper
2023-04-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
highway road passing through hills and lake
Alternatives iStrat Strategic allocation Article Balance sheet Insurance Portfolio construction Multi-Asset solutions
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
Continue reading

By

Tim Antonelli, CAIA, CFA, FRM, SCR

event
Article
2023-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
low turnover portfolios and the climate risk challenge
United Kingdom Fixed income Public pension (DB) Private pension (DB) Balance sheet Video Sustainability
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Low turnover portfolios and the climate risk challenge
In this short video, Fixed Income Portfolio Manager Mahmoud El-Shaer outlines the Global Credit Buy and Maintain team’s approach to incorporating and managing climate risk in low turnover credit portfolios. He also highlights how the team leverage the work from our partnership with MIT and the Woodwell Climate Research Center.
Continue reading

By

Mahmoud El-Shaer, CFA

event
Video
2023-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1055897964
Insurance Inflation Multi-asset Interest rates Insurance Multi-Asset Outlook Whitepaper
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
Continue reading

By

Tim Antonelli, CAIA, CFA, FRM, SCR

event
Whitepaper
2022-10-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
486463910
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
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
Continue reading

By

Adam Berger, CFA

event
Article
2023-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
497424407
Insurance Multi-asset Inflation COVID Whitepaper Credit ESG
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Three transition year themes — inflation, capital, ESG
Insurance Multi-Asset Strategist Tim Antonelli believes 2022 could be a year of transition for the global insurance industry, with the three big themes of inflation, capital, and ESG likely to play prominent roles in many insurers’ strategic planning and decisions.
Continue reading

By

Tim Antonelli, CAIA, CFA, FRM, SCR

event
Whitepaper
2022-12-01
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
11 LOAD {count} MORE

URL References

Related Insights

© Copyright 2023 Wellington Management International Ltd. All rights reserved.
WELLINGTON MANAGEMENT FUNDS ® is a registered service mark of Wellington Group Holdings LLP.
Wellington Management International Limited. Registered in England and Wales 04283513. Registered office: Cardinal Place, 80 Victoria Street, London SW1E 5JL, United Kingdom. Authorised and regulated by the Financial Conduct Authority of the United Kingdom.

For professional investors and intermediaries only. This content is not suitable for a retail audience.

View More

we’d love your feedback!

Help us improve our website. For every short survey taken, we give 2 to the Wellington Management UK Foundation to support educational charities helping economically disadvantaged children in EMEA.