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AEW | 10/01/26
Seniors Housing Market Perspective
AEW examines strengthening seniors housing fundamentals, including rising occupancy, limited development, improving capital markets and favorable demographic trends. The report also highlights continued rent growth, recovering investment activity and the long-term demand outlook for the sector.
AGL Credit | 10/01/26
The BSL and Private Credit Convergence Zone, An Evolving Landscape
Ares Management | 09/29/26
Navigating Uncertainty: Does Volatility Create Better Vintages?
MetLife Investment Management | 09/29/26
Relative Value & Tactical Asset Allocation
AGL Credit | 10/01/26
The BSL and Private Credit Convergence Zone, An Evolving Landscape
Taylor Boswell of AGL Credit discusses the convergence between broadly syndicated loans and private credit, what it means for insurance investors, and how portfolio construction, bank partnerships, and AI risk are reshaping corporate credit.
Fidelity Investments | 09/28/26
Mid Caps: Overlooked and Underloved
DoubleLine Capital LP | 09/24/26
Jeffrey Sherman: Bessent Testing the Plumbing | Bloomberg TV
First Eagle Investments | 09/23/26
September Views from First Eagle Global Value Team
Private Credit
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InsuranceAUM
Private Credit and U.S. Insurers
Shelter Growth Capital Partners
Commercial Real Estate Mortgage Market Commentary 1H2026
Public Credit
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Manulife Investment Management
India Bonds: From Specialist Exposure to Strategic Allocation
Pioneer Investments
Agency Mortgage-Backed Securities (MBS) Market - August
Real Estate
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Morgan Stanley Investment Management
Real Estate 2026 Midyear Outlook
Real Assets
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Morgan Stanley Investment Management
Real Estate Midyear Outlook: Constructive Amid Fluid Backdrop
Morgan Stanley Investment Management
Beyond Wires: How Investors Can Turn the Great Grid Upgrade into the Next Multi-Decade Investment Opportunity
Economy
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Federated Hermes
Still Up and To the Right
DoubleLine Capital LP
Ken Shinoda: Are You Long Tech Twice? | Bloomberg TV
DoubleLine Capital LP
Jeffrey Gundlach: Fed Needed ‘Stun and Done’ Hike of 50 bps
Private Equity
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StepStone
The Next Test for Growth Equity
Hamilton Lane
What Sets Strong Private Market Opportunities Apart
General Atlantic
Growth Equity in Insurance Portfolios
Regulation and Accounting
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General Atlantic
NAIC Summer 2026 National Meeting Highlights
Alternatives
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First Eagle Investments
Can Asset-Based Lending Provide Spreads with Benefits?
Principal Asset Management
Relationship Capital as a Competitive Edge in Private Credit Markets
Data and Technology
View AllDoubleLine Capital LP
Channel 11: Judgement Day
Aberdeen Investments
Tokenization and ALM: A Collateral Story
Macro Strategy
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August Insights from Diamond Hill Fixed Income Team
First Eagle Investments
Building the Municipal Credit Team
Fidelity Investments
Leveraged Loans: Looking Beyond TIPS for Inflation Protection
Risk Management
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Principal Asset Management
Building Resilient Insurance Portfolios: Insights from the Principal General Account
DoubleLine Capital LP
Gundlach Unlocked: The Fed’s Next Move
Morgan Stanley Investment Management
The Wisdom of Crowds in Markets: Crowd Behavior in Prediction, Betting, and Stock Markets
Multi-Asset
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MetLife Investment Management
Healthy Labor Market in the Face of AI
Aberdeen Investments
The Investment Outlook: August 2026
First Eagle Investments
August Views from First Eagle Global Value Team
What's New
What's Trending
Principal Asset Management
Private Credit Beyond the Headlines: What Insurance Investors Need to Know
General Atlantic
NAIC Summer 2026 National Meeting Highlights
General Atlantic
