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multi asset outlook
Article
15 min
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Constructive, selective, resilient

Amar Reganti, a member of our Insurance team, explains why he believes insurers should remain selectively risk-on while prioritizing high-quality income and preserving flexibility to add risk as valuations improve.

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event
15 min
Article
2026-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
multi asset outlook
Article
15 min
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Still climbing, just slower

Members of our Insurance team share the key themes behind their cautiously optimistic outlook for the second half of 2025 and the implications for reserve-backing and surplus fixed income, as well as other major asset classes.

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event
15 min
Article
2026-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
multi asset outlook
Article
15 min
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Tariff wars: The yield awakens

Members of our Insurance team discuss the turbulent economic and market environment and the implications for reserve-backing and surplus fixed income, as well as other major asset classes.

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event
15 min
Article
2026-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Emerging markets debt: resilience in the face of adversity

Our expert discusses why she is positive on the outlook for emerging markets debt, even though growth will likely slow.

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Quick Take
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
New IFRS financial reporting standards: three key investment implications for insurers
ALM and Regulatory Capital Strategist Francisco Sebastian examines the investment impact of the new IFRS reporting standards and considers three potential investment implications.
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Quick Take
2023-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1361943325
Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Can credit investors turn the resumption of volatility and cycles to their advantage?
Why the new volatile market regime may offer significantly more opportunities for longer-term global credit strategies.
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Article
2023-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Quick Take
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
New IFRS financial reporting standards: how should insurers implement the changes?
ALM and Regulatory Capital Strategist Francisco Sebastian assesses how insurance companies should implement upcoming changes to International Financial Reporting Standards to create value for their shareholders and mutual members.
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event
Quick Take
2023-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.