United States, Institutional
Change
Showing
of
Insights Posts
Article
5 min
The role of commercial real estate debt in an insurance portfolio
We examine how commercial real estate debt fits within an insurance portfolio, from its diversification and income characteristics to key considerations around regulatory classification, capital treatment, and portfolio construction.
5 min
Article
2028-06-30
Article
6 min
Top 5 fixed income ideas for insurers in 2026: Give ground on risk, but just a little
With a note of cautious optimism, we consider a range of fixed income ideas for insurers, from investment-grade private credit to emerging market debt.
6 min
Article
2027-01-31
Article
13 min
2026 Insurance Outlook: Cautious optimism and a second bite at the apple
Members of our Insurance team share their economic expectations, investment ideas, and a regulatory roundup for the year ahead.
13 min
Article
2027-01-31
Video
8 min
Private real estate debt: An evolving opportunity set
In our latest Insurance Quick Takes video, Fixed Income and Global Insurance Strategist Amar Reganti talks to Ravi Anand, Portfolio Manager and Head of Private Real Estate Credit. They discuss trends driving interest in private real estate and the diversification opportunity the asset class may offer insurers.
8 min
Video
2026-11-30
Article
15 min
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.
By
15 min
Article
2026-11-30
Article
15 min
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.
15 min
Article
2026-07-31
Article
15 min
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.
15 min
Article
2026-04-30
URL References
Related Insights