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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.
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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
Whitepaper
18 min
Loans from Federal Home Loan Banks: An opportunity for US insurers to enhance investment yield and total return
Learn why we believe FHLB loans provide compelling potential for insurers to add alpha or increase yield by borrowing at low rates and benefitting from possible favorable treatment by ratings agencies. In addition, explore examples of customized investment solutions that have the potential to capitalize on these advantages.
18 min
Whitepaper
2026-06-30
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
Quick Take
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.
Quick Take
2025-01-31
Article
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
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