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TCW | 10/29/26
Challenges and Opportunities Facing Private Credit Investors
Rick Miller of TCW Private Credit Group discusses the challenges and opportunities facing private credit investors, including underwriting discipline, portfolio management, software exposure, diversification, and insurance company needs.
Morgan Stanley Investment Management | 10/28/26A New Era for Middle Market Private Equity: Five Imperatives for an Evolving Market
First Eagle Investments | 10/27/26Yen Intervention: Watching Our Own Back
DoubleLine Capital LP | 10/27/264Q2026 Summary of Positioning & Monthly Market
TCW | 10/29/26
Challenges and Opportunities Facing Private Credit Investors
Rick Miller of TCW Private Credit Group discusses the challenges and opportunities facing private credit investors, including underwriting discipline, portfolio management, software exposure, diversification, and insurance company needs.
DoubleLine Capital LP | 10/27/26Bill Campbell: Emerging Markets Held in Remarkably Well | Bloomberg
AllianceBernstein | 10/26/26Connecting the Dots: A Holistic Approach for Insurers
First Eagle Investments | 10/26/26Quarterly Views from First Eagle Municipal Credit Team: 3Q26
Private Credit
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Manulife Investment ManagementUnder the Hood of Asset-Based Finance: What Allocators Should Know
Public Credit
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Securitized Update: Strong Issuance, Mixed Credit Trends
First Eagle InvestmentsFed Hikes for First Time in Three Years
DoubleLine Capital LPMonthly Market Commentary | Sept 26
Real Estate
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Principal Asset ManagementThe Expanding Role of Investment Grade Private Credit in Institutional Portfolios
Economy
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Morgan Stanley Investment ManagementMapping Europe's Barbell
DoubleLine Capital LPJeffrey Sherman: The Bond Market is in Charge | CNBC
Private Equity
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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
BrookfieldDeal Debrief: OpenAI Deployment Company
Data and Technology
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Voya Investment ManagementRisk and Opportunity in the Era of AI
AllianceBernsteinWhat Higher Interest Rates Are Telling Insurance Investors
Federated HermesThe Costs of Building AI
Macro Strategy
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Morgan Stanley Investment ManagementThe BEAT™ for Q4 2026 - October
Risk Management
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InsuranceAUMWhere Has the Money Gone?
DoubleLine Capital LPDiversifying U.S. Equity Exposure in a Concentrated Market
First Eagle InvestmentsSecuritization in Focus—August 2026
Multi-Asset
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MetLife Investment ManagementRelative Value & Tactical Asset Allocation
MetLife Investment ManagementHealthy Labor Market in the Face of AI
Principal Asset ManagementBuilding Resilient Insurance Portfolios: Insights from the Principal General Account
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Voya Investment ManagementRisk and Opportunity in the Era of AI
- Morgan Stanley Investment Management
Public to Private Equity in the United States: A Long-Term Look
