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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.
Private credit is not a monolith
In the wake of today’s private credit headlines, we examine why the asset class is more complex than it appears. We outline a three-dimensional framework, spanning assets, vehicles, and leverage, to help identify where risks are building and where they may be overstated.
2026 Private Credit Roundtable
In this three-part video series, our private credit experts explore the evolving role of banks, where we are in the credit cycle, and potential AI/data center opportunities in private credit.
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.
Commercial real estate debt: Transitional assets deep dive
Our private commercial real estate debt experts explore transitional CRE assets, highlighting their key characteristics, how they differ from other parts of the CRE debt universe, their potential roles in a portfolio, and much more.
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