Despite surging interest rates and slumping financial markets, real estate displayed positive momentum in the first quarter of 2022. Fundamentals were robust: Vacancies dropped to an all-time low (since 1988), fueling double-digit Net Operating Income (NOI) growth.
Matt Reilly from Conning’s Institutional Solutions team offers insights on equity allocations for insurers and explains that equity remains an important portfolio asset, despite the recent decline in equity values and higher volatility.
In the second quarter, credit spreads in the front end of the maturity spectrum continued to move wider and interest rates moved higher as the market responded to liftoff and the promise of more rate hikes to come.
Value Has Returned to High Yield
T. Rowe Price
Reports of the Death of EM Debt Are Exaggerated
T. Rowe Price
Central banks are hiking, quantitative tightening (…very, very frightening?)
Macquarie Asset Management
Infrastructure for Insurers – A Deep Dive with Macquarie Asset Management
Macquarie Asset Management
Ryan Ramsey: Agriculture
StepStone Group
Agency Mortgage Market in Transition
T. Rowe Price
Private Credit 4Q21 Update: Entering 2022 on the Heels of a Strong Year
Alliance Bernstein
Asset-backed Lending Masterclass with Victory Park Capital
Victory Park Capital Advisors, LLC
Infrastructure for Insurers – A Deep Dive with Macquarie Asset Management
Macquarie Asset Management
Why private real estate debt can benefit insurance investors
Principal Global Investors
Private Credit 4Q21 Update: Entering 2022 on the Heels of a Strong Year
Alliance Bernstein
