Skip to main content
- Funds
- Insights
- Capabilities
- Education
- About Us
- My Account
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 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.
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.
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.
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.
Insurance Quick Takes: Positioning portfolios for what’s next in private credit
In our latest Insurance Quick Takes video, Tim Antonelli, head of Insurance Multi-Asset Strategy and portfolio manager, discusses the 2025 outlook for private credit and its implications for insurers.
Insurance Quick Takes: The latest from the NAIC on CLO and bond fund capital charges
In our latest Insurance Quick Takes video, Tim Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, offers a timely update on two important investment-related projects discussed in a special NAIC meeting.
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.
URL References
Related Insights