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Morgan Stanley Investment Management | 06/22/26
The BEAT: Navigating the Iran Conflict, From Oil Shocks to Market Impact
Morgan Stanley Investment Management examines how the Iran conflict is affecting oil prices, inflation expectations and global markets. The article argues that the current environment appears to be a price shock rather than a valuation shock, creating potential opportunities to reestablish growth st
Blue Owl | 06/18/26
Can Credit Secondaries Solve the Liquidity Puzzle for Insurance Portfolios?
Invesco | 06/18/26
ETFs in 2026: How Usage is Evolving Across Insurance Portfolios
Morgan Stanley Investment Management | 06/17/26
Oil, Iran and Global Supply Chains: Why Duration Matters for Markets
Blue Owl | 06/18/26
Can Credit Secondaries Solve the Liquidity Puzzle for Insurance Portfolios?
Josh Ufberg of Blue Owl joins the InsuranceAUM.com podcast to discuss the growing credit secondaries market and its potential role in enhancing liquidity, diversification, and capital efficiency for insurance portfolios.
Shelter Growth Capital Partners | 06/15/26
Commercial Real Estate Bridge Loans: Alpha in CRE Credit
DoubleLine Capital LP | 06/09/26
Gundlach Unlocked: Positioning for Higher Rates, Persistent Inflation and Rate Hikes
Apollo | 06/08/26
Investing Across the Credit Cycle
Private Credit
View AllNew England Asset Management
Private Credit vs. Subprime Mortgages: Familiar Risks, Different Consequences
Public Credit
View AllMetLife Investment Management
Leveraged Finance Asset Allocation Insights: Navigating the AI Credit Divide
MetLife Investment Management
It’s Time to Take Another Look at Core Fixed Income
Real Estate
View AllDoubleLine Capital LP
Commercial Mortgage Loans: Building Around the Insurance Balance Sheet
MetLife Investment Management
U.S. Housing Chartbook May 2026
Voya Investment Management
Relative Value That Hasn’t Compressed: Why Commercial Mortgages Still Stand Out
Economy
View AllNew England Asset Management
Trade Winds: June 2026
T. Rowe Price
The International Edge: Why It’s Working Now
Regulation and Accounting
View AllBayview Asset Management
Residential Mortgage Loan Investing: Beyond Fund Look-Through Treatment
Alternatives
View AllAmerican Century Investments®
At the Intersection of ABS, CLOs & Private Credit – Know What You Own
AllianceBernstein
Finding Signal in Private Markets Noise
Data and Technology
View AllGeneral Atlantic
AI Is Killing the Century-Old Organizational Pyramid
Macro Strategy
View AllLoomis Sayles
Global GDP Themes and Forecasts
MetLife Investment Management
Inflation Squeezes Consumers and Producers Alike
DoubleLine Capital LP
DoubleLine Market Overview: May 2026
Risk Management
View AllMetLife Investment Management
Q1 2026 Investment Grade Corporate Market Review and Outlook
Multi-Asset
View AllMorgan Stanley Investment Management
Private Credit Strategies: Who Uses Them, Who Benefits, and Why
DoubleLine Capital LP
DoubleLine Minutes: Return of the Bond Vigilantes
Ares Management
Total Portfolio Thinking in the Real World
What's New
What's Trending
AllianceBernstein
Finding Signal in Private Markets Noise
New England Asset Management
Private Credit vs. Subprime Mortgages: Familiar Risks, Different Consequences
MetLife Investment Management
Private Infrastructure Debt – Confidence with Discipline
Bayview Asset Management
Residential Mortgage Loan Investing: Beyond Fund Look-Through Treatment
MetLife Investment Management
Inflation Squeezes Consumers and Producers Alike
Bayview Asset Management












































