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Milliman | 08/28/26
P&C insurance M&A: 5 Trends Affecting Deal Activity
Merger and acquisition (M&A) activity in the property and casualty (P&C) industry slowed in recent years, a period of significant financial strain on insurers. While personal lines underwriting results showed signs of recovery in 2025, certain commercial lines face ongoing challenges.
First Eagle Investments | 08/28/26
Matt McLennan featured on Bloomberg
First Eagle Investments | 08/28/26
Yields Support Stability but Dispersion Demands Selectivity
First Eagle Investments | 08/28/26
Matt McLennan featured on Bloomberg
Matt McLennan joined Bloomberg Brief to discuss how the AI-driven rally has led to investor complacency and why it’s important to look beyond the concentrated areas of the market.
New England Asset Management | 08/28/26
2025 U.S. Property and Casualty, Life and Health Industry Investment Highlights
StepStone | 08/24/26
RPM Ep. 62 | 2H26 Real Estate House Views
Centerbridge Partners, L.P. | 08/24/26
Evolution of Direct Lending: Relationship Based Lending Drives Relative Value
Private Credit
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Hamilton Lane
Venture Capital in the Age of AI
Brookfield
Private Credit: Beyond Direct Lending
Public Credit
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Pioneer Investments
Agency Mortgage-Backed Securities (MBS) Market - July 2026
Morgan Stanley Investment Management
Floating-Rate Loan Market Monitor – Q2 2026
Morgan Stanley Investment Management
Agency MBS & Housing Market Monitor – Q2 2026
Real Estate
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Morgan Stanley Investment Management
Real Estate 2026 Midyear Outlook
Real Assets
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Infrastructure 2026 Midyear Outlook
SLC Management
Q2 2026: Investment Grade Private Credit Update
Economy
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Fidelity Investments
Quarterly Market Update
DoubleLine Capital LP
Perspectives: Bill Campbell - Reading the Fed Without a Script
Private Equity
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Morgan Stanley Investment Management
Private Equity 2026 Midyear Outlook
Regulation and Accounting
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AllianceBernstein
How Fixed-Income Investing Is Evolving for European Insurers
DoubleLine Capital LP
Jeffrey Gundlach on Kevin Warsh and a New Era at the Fed | CNBC
Alternatives
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Private Credit 2026 Midyear Outlook
Data and Technology
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Aberdeen Investments
Tokenization and ALM: A Collateral Story
Federated Hermes
The AI Trade Isn't a Bubble - It's a Supply Problem
Principal Asset Management
Banks: The Overlooked Beneficiary of the AI Capital Cycle
Macro Strategy
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DoubleLine Capital LP
Sherman: The Debt-Fueled Boom Is Breaking the Bond Market | Bloomberg TV
Federated Hermes
What Drives Credit Spreads When Rates Rise?
New England Asset Management
Trade Winds: August 2026
Risk Management
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T. Rowe Price
The Quantamental Advantage in Fixed Income Investing
Manulife Investment Management
Opportunistic Credit in an Evolving Market: A Portfolio Complement
New England Asset Management
2025 P&C Industry Investment Highlights: Elevated Yields Persist as Income Growth Moderates
Multi-Asset
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MetLife Investment Management
Investment Strategy Insights: Schrodinger’s Strait: Toward a Partial Reopening
MetLife Investment Management
Capital Market Line: From Inflation Shock to Productivity Shock
Manulife Investment Management
Asset Allocation Views: Positioning in an Uneven Environment
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Deerpath Capital
Portfolio Management in Action: Turning Insight Into Performance
Morgan Stanley Investment Management
Private Credit 2026 Midyear Outlook
New England Asset Management
2025 U.S. Life Industry Investment Highlights: Strong Yields, Moderating Income Growth
Siddharth Chakravarty
Private Market Priorities for Insurance Investors
Ares Management
A Comprehensive Guide to Private Infrastructure
Voya Investment Management
