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Deerpath Capital | 11/02/26
Deerpath Capital Insurance Series Vol. 1 – What Insurers Own When They Own Private Credit
Insurers and private credit are a natural fit, and the allocation data shows it: U.S. life insurers hold as much as a third of their $6 trillion in assets in the asset class. But “private credit” covers very different investments, from investment grade private placements to lower middle market direc
Adams Street Partners | 11/02/26Is Your PE Playbook Still the Right One for the Current Cycle?
MetLife Investment Management | 11/02/26Can AI Grow the U.S. Out of Debt?
Aberdeen Investments | 11/02/26Frontier Markets: On the Ground in Mongolia
Adams Street Partners | 11/02/26
Is Your PE Playbook Still the Right One for the Current Cycle?
Jeff Diehl addresses four questions institutional investors are asking as higher rates, manager dispersion and AI impact private equity allocations.
Eagle Point Credit Management | 11/02/26Infrastructure Credit: Opportunities in the Middle Market
TCW | 10/29/26Challenges and Opportunities Facing Private Credit Investors
DoubleLine Capital LP | 10/27/26Bill Campbell: Emerging Markets Held in Remarkably Well | Bloomberg
Private Credit
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Aberdeen InvestmentsEmerging Markets Private Credit: An Uncrowded Trade
Adams Street PartnersEurope’s Place in a Global Private Credit Portfolio
Public Credit
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Aberdeen InvestmentsEmerging Markets Outlook: Weathering the Storm
Real Estate
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Principal Asset ManagementThe Expanding Role of Investment Grade Private Credit in Institutional Portfolios
Economy
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First Eagle InvestmentsYen Intervention: Watching Our Own Back
Morgan Stanley Investment ManagementMapping Europe's Barbell
DoubleLine Capital LPMonthly Market Commentary | Sept 26
Private Equity
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Morgan Stanley Investment ManagementA New Era for Middle Market Private Equity: Five Imperatives for an Evolving Market
Morgan Stanley Investment ManagementExpanding the Investor Toolkit: A Modern Introduction to Alternatives
Morgan Stanley Investment ManagementPublic to Private Equity in the United States: A Long-Term Look
Alternatives
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AllianceBernsteinConnecting the Dots: A Holistic Approach for Insurers
Manulife Investment ManagementUnder the Hood of Asset-Based Finance: What Allocators Should Know
AllianceBernsteinNAV Loans: From Fund Finance to Investment Opportunity
Data and Technology
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T. Rowe PriceWhy Fixed Income is Critical For the AI Supercycle
Voya Investment ManagementRisk and Opportunity in the Era of AI
AllianceBernsteinWhat Higher Interest Rates Are Telling Insurance Investors
Macro Strategy
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Securitized Update: Strong Issuance, Mixed Credit Trends
First Eagle InvestmentsQuarterly Views from First Eagle Municipal Credit Team: 3Q26
First Eagle InvestmentsFed Hikes for First Time in Three Years
Risk Management
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InsuranceAUMWhere Has the Money Gone?
DoubleLine Capital LPDiversifying U.S. Equity Exposure in a Concentrated Market
Multi-Asset
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Morgan Stanley Investment ManagementThe BEAT™ for Q4 2026 - October
MetLife Investment ManagementRelative Value & Tactical Asset Allocation
MetLife Investment ManagementHealthy Labor Market in the Face of AI
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Federated HermesWith a Flatter Curve, Less Duration Can Be More
Principal Asset ManagementThe Expanding Role of Investment Grade Private Credit in Institutional Portfolios
Morgan Stanley Investment ManagementFilling the Gap: The Expanding Role of Direct Lenders in Europe
Shelter Growth Capital PartnersCommercial Real Estate Mortgage Market Commentary 1H2026
- Voya Investment Management
Risk and Opportunity in the Era of AI
- Morgan Stanley Investment Management
Public to Private Equity in the United States: A Long-Term Look
