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IR+M | 11/05/26
A New Chapter in US Credit Markets
Bill O'Neill, CFA, and Ginny Schiappa, CFA, of Income Research and Management (IR+M), discuss how AI investment, shifting credit quality, passive flows, and expanding investment opportunities are reshaping US credit markets and influencing portfolio decisions for insurance investors.
First Eagle Investments | 11/05/26Japan’s Insurers: Beyond the Unwind
Morgan Stanley Investment Management | 11/05/26Why Private Equity? A Core Growth Engine in Today's Portfolio
Invesco | 11/04/26U.S. Loan Market Snapshot – September 2026 Update
IR+M | 11/05/26
A New Chapter in US Credit Markets
Bill O'Neill, CFA, and Ginny Schiappa, CFA, of Income Research and Management (IR+M), discuss how AI investment, shifting credit quality, passive flows, and expanding investment opportunities are reshaping US credit markets and influencing portfolio decisions for insurance investors.
Adams Street Partners | 11/02/26Is Your PE Playbook Still the Right One for the Current Cycle?
Eagle Point Credit Management | 11/02/26Infrastructure Credit: Opportunities in the Middle Market
TCW | 10/29/26Challenges and Opportunities Facing Private Credit Investors
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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Rising Rates: Lessons from 2022
Aberdeen InvestmentsFrontier Markets: On the Ground in Mongolia
Real Estate
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Principal Asset ManagementThe Expanding Role of Investment Grade Private Credit in Institutional Portfolios
Economy
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Aberdeen InvestmentsEmerging Markets Outlook: Weathering the Storm
First Eagle InvestmentsYen Intervention: Watching Our Own Back
DoubleLine Capital LPBill Campbell: Emerging Markets Held in Remarkably Well | Bloomberg
Private Equity
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Morgan Stanley Investment ManagementMapping a Warming World: The Rise of Climate and Geospatial Intelligence
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
Alternatives
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AllianceBernsteinConnecting the Dots: A Holistic Approach for Insurers
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
Macro Strategy
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Morgan Stanley Investment ManagementMapping Europe's Barbell
- First Eagle Investments
Securitized Update: Strong Issuance, Mixed Credit Trends
First Eagle InvestmentsQuarterly Views from First Eagle Municipal Credit Team: 3Q26
Risk Management
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First Eagle InvestmentsFed Hikes for First Time in Three Years
Multi-Asset
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MetLife Investment ManagementCan AI Grow the U.S. Out of Debt?
Morgan Stanley Investment ManagementThe BEAT™ for Q4 2026 - October
DoubleLine Capital LPDiversifying U.S. Equity Exposure in a Concentrated Market
What's New
What's Trending
Morgan Stanley Investment ManagementFilling the Gap: The Expanding Role of Direct Lenders in Europe
- Voya Investment Management
Risk and Opportunity in the Era of AI
AllianceBernsteinWhat Higher Interest Rates Are Telling Insurance Investors
InsuranceAUMWhere Has the Money Gone?
Manulife Investment ManagementUnder the Hood of Asset-Based Finance: What Allocators Should Know
- Morgan Stanley Investment Management
The BEAT™ for Q4 2026 - October
