Balance sheet

Showing of Insights Posts
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.

Continue reading
event
Quick Take
2025-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
956835436
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

2024 Insurance Outlook: Position portfolios for the unexpected

Tim Antonelli offers two critical ideas for insurers' 2024 investment planning: doubling down on diversification and rethinking risk, including geopolitical and default risk.

Continue reading
event
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
~ai-af87e958-9233-484f-b085-efa6df8e2c58_
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Early 2024 resolutions: Enjoy the yield but be smart with your surplus

What should insurers expect from markets as we approach the end of the year? Tim Antonelli, Head of Multi-Asset Strategy – Insurance and Portfolio Manager, offers his views and identifies areas that may be worth a closer look.

Continue reading
event
Article
2024-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1271246974
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Insurance Quick Takes: A look at the future landscape of US insurance climate risk oversight

Tim Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, discusses the main points of a recent report published by the Federal Insurance Office (FIO), and the importance and impact to US insurers and insurance climate risk oversight.

Continue reading
event
Video
2024-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1337637114
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Why sustainable food systems matter to investors

Our climate research expert explores insights from our joint work with Woodwell Climate Research Center on the pivotal relationship between food systems and biodiversity and highlights potential investment opportunities. 

Continue reading
event
Article
2024-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1271246974
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Insurance Quick Takes: Understanding the latest shifts in mortality and longevity

Tim Antonelli, Head of Multi-Asset Strategy – Insurance, discusses recent trends and patterns on mortality and longevity, why this topic is important for global insurers of all types and sizes today, and potential opportunities.

Continue reading
event
Video
2025-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
528018534
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Core fixed income: Stop me if you’ve heard this one before

Head of Multi-Asset Strategy – Insurance and Portfolio Manager Tim Antonelli updates insurers on the status of the market today, shares what he believes they can expect for the rest of the year, and identifies areas that may be worth a closer look.

Continue reading
event
Article
2024-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1271246974
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Insurance Quick Takes: Unpacking potential impacts of newly proposed NAIC regulations

Tim Antonelli, Head of Multi-Asset Strategy – Insurance, analyzes the potential impact for US insurers of a recent proposal that could allow the NAIC's security valuation office to override ratings of investments.

Continue reading
event
Video
2024-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1202249270
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Today’s sweet spot for yield, the growing role of alts

Insurance Multi-Asset Strategist Tim Antonelli provides his latest multi-asset views for insurers, with an emphasis on the value of core fixed income in today's environment.

Continue reading
event
Whitepaper
2023-10-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
625229914
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

2023 Insurance Outlook: Resolve to solve with a restocked toolkit

Multi-Asset Strategist Tim Antonelli and Insurance Strategist Max Davies share four actionable ideas designed to help insurers successfully navigate 2023.

Continue reading
event
Whitepaper
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Chess Board
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Inflation, rates, and volatility: The best defense is a good offense

Insurance Strategist Tim Antonelli shares his latest multi-asset views for insurers, including the need to balance defensive portfolio strategies with continued income and return generation.

Continue reading
event
Whitepaper
2023-04-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Solving the duration mismatch to address Asian insurers’ interest-rate risk

Insurance Strategist Max Davies and ALM & Regulatory Capital Strategist Francisco Sebastian explain why diversifying across a varied mix of investment options is becoming increasingly important for Asia’s life insurers.

Continue reading
event
Quick Take
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Top view from hill of city
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

A practical guide to addressing Asian insurers’ interest-rate risk

Insurance Strategist Max Davies and ALM & Regulatory Capital Strategist Francisco Sebastian examine how diversification may help Asia's life insurers to better manage their exposure to interest-rate risk.

Continue reading
event
Whitepaper
2023-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
highway road passing through hills and lake
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
The road less traveled: An insurer’s path to investing in alternatives
Insurance Multi-Asset Strategist Tim Antonelli lays out a sturdy yet flexible framework to help global insurers navigate the alternative investments space.
Continue reading
event
Article
2023-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
Continue reading
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.
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.
Continue reading
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.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
New IFRS reporting standards: a game changer for insurers?
From 1 January 2023, new requirements set out in the International Financial Reporting Standards (IFRS) on Insurance Contracts and Financial Instruments will change how insurance companies are required to measure and report their performance
Continue reading
event
Quick Take
2023-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.