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InsuranceAUM | 10/20/26
Where Has the Money Gone?
InsuranceAUM examines where private credit capital is actually being deployed and how those industry exposures compare with leveraged loans. Stewart Foley, CFA, argues that insurers should evaluate private credit alongside their broader general account exposures to understand whether the asset class
AllianceBernstein | 10/20/26
NAV Loans: From Fund Finance to Investment Opportunity
T. Rowe Price | 10/19/26
Profits, Policy, and Capital Scarcity: The New Credit Market Regime
T. Rowe Price | 10/19/26
The U.S. Dollar: Near-Term Tailwinds, Long-Term Headwinds
AllianceBernstein | 10/20/26
NAV Loans: From Fund Finance to Investment Opportunity
Net asset value (NAV) loans may offer solutions for private equity and benefits for insurers.
Morgan Stanley Investment Management | 10/19/26
Filling the Gap: The Expanding Role of Direct Lenders in Europe
Brookfield | 10/13/26
Deal Debrief: OpenAI Deployment Company
DoubleLine Capital LP | 10/12/26
Bondmageddon: Don’t Fight the Curve
Private Credit
View AllVictory Park Capital
Finding Alpha in Asset-Backed Investment Grade Credit
Public Credit
View AllPrincipal Asset Management
Fixed Income Perspectives | 4Q 2026
Federated Hermes
With a Flatter Curve, Less Duration Can Be More
Voya Investment Management
Fixed Income Perspectives: Themes for the Second Half of 2026
Real Estate
View AllPrincipal Asset Management
The Expanding Role of Investment Grade Private Credit in Institutional Portfolios
Real Assets
View AllMorgan Stanley Investment Management
Structural Drivers Propel U.S. Industrial’s Next Growth Wave
Private Equity
View AllMorgan Stanley Investment Management
Public to Private Equity in the United States: A Long-Term Look
Morgan Stanley Investment Management
Public to Private Equity in the United States: A Long-Term Look
Regulation and Accounting
View AllInsuranceAUM
Private Credit and U.S. Insurers
Alternatives
View AllMorgan Stanley Investment Management
Structural Drivers Propel U.S. Industrial’s Next Growth Wave
Morgan Stanley Investment Management
Why the Real Estate Matters in Net Lease Investing
Data and Technology
View AllFederated Hermes
The Costs of Building AI
Morgan Stanley Investment Management
Equity Market Commentary - August 2026
StepStone
The Next Test for Growth Equity
Macro Strategy
View AllFirst Eagle Investments
Securitization in Focus—August 2026
First Eagle Investments
Taxable Fixed Income Markets Update: August 2026
New England Asset Management
Trade Winds: October 2026
Risk Management
View AllDoubleLine Capital LP
Diversifying U.S. Equity Exposure in a Concentrated Market
Fidelity Investments
Mid Caps: Overlooked and Underloved
Pioneer Investments
Agency Mortgage-Backed Securities (MBS) Market - August
Multi-Asset
View AllMetLife Investment Management
Relative Value & Tactical Asset Allocation
MetLife Investment Management
Healthy Labor Market in the Face of AI
Principal Asset Management
Building Resilient Insurance Portfolios: Insights from the Principal General Account
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Ares Management
In the Gaps: Ares Alternative Credit Newsletter
Victory Park Capital
Finding Alpha in Asset-Backed Investment Grade Credit
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