Unlike the aftermath of the global financial crisis, when U.S. real estate values plummeted across the board, the pandemic has had disparate effects: It dealt a blow to retail, office and hospitality sectors while industrial and multi-family sectors have remained relatively unscathed.
Wellington Management’s Insurance Multi-Asset Strategist Tim Antonelli believes 2022 could be a year of transition for the global insurance industry, with the three big themes of inflation, capital, and ESG likely to play prominent roles in many insurers’ strategic planning and decisions.
In order to help achieve long term impact, particularly in the context of the UN’s Sustainable Development Goals, public debt markets should receive more attention when it comes to impact investing. These markets provide a deep and diverse issuance pool providing wider access to ESG linked opportunities while generally providing issuers the capital to invest in long term impact goals.
A New Perspective on ESG
Michael Rodriguez
EM Constitutions: Vital to Developing Ideas
T. Rowe Price
Driving Change for Women in Insurance
Million Women Mentors
Inflation: Transitioning to Troubling from Transitory
Michael Ashton
A New Perspective on ESG
Michael Rodriguez
EM Constitutions: Vital to Developing Ideas
T. Rowe Price
Driving Change for Women in Insurance
Million Women Mentors
Riding the Waves in Credit
T. Rowe Price
Stone Harbor: Good Yield Hunting – Navigating Emerging Markets Debt in a Low Yield World
Stone Harbor Investment Partners
Riding the Waves in Credit
T. Rowe Price
Stone Harbor: Good Yield Hunting – Navigating Emerging Markets Debt in a Low Yield World
Stone Harbor Investment Partners
Everybody is talking about DEI&B and how this fits into the insurance asset management industry. Sarah Marshock (Wellington Management) facilitates today's discussion of DEI&B with Margaret Milkint (Diversified Search Group), Grace Reyes (TIDE), Laura Beebe (Farm Bureau Financial Services), and Gia Clarke (Insurance AUM Journal).
Three diversity and inclusion questions for Amy
SLC Management
Diversity, Equity, and Inclusion in the Spotlight
T. Rowe Price
2022 Insurance Outlook: Three transition year themes — inflation, capital, ESG
Wellington Management
Why Impact Investing Needs Public Debt Markets
T. Rowe Price
In order to help achieve long term impact, particularly in the context of the UN’s Sustainable Development Goals, public debt markets should receive more attention when it comes to impact investing. These markets provide a deep and diverse issuance pool providing wider access to ESG linked opportunities while generally providing issuers the capital to invest in long term impact goals.
Webinar replay | Opportunity rising: 2022 Outlook
Macquarie Asset Management
Rising Yields Present a Familiar Challenge in a New Era
T. Rowe Price
KKR Global Perspectives: 2021 Insurance CIO Survey – Dream Big
Kohlberg Kravis Roberts
Unlike the aftermath of the global financial crisis, when U.S. real estate values plummeted across the board, the pandemic has had disparate effects: It dealt a blow to retail, office and hospitality sectors while industrial and multi-family sectors have remained relatively unscathed.
It is extraordinary — and to some degree unnerving — to reflect on how much the world has changed since we published our last insurance survey in 2018. The pandemic has truly affected so many lives – in ways that most would suggest were previously unimaginable.
Decisions loom on RBC factors and why you should consider middle market private high yield
Principal Global Investors
Strategies for navigating an unrecognizable bond market
Principal Global Investors
Avoiding the Crowds: Finding Opportunities in Private Structured Credit
MetLife Investment Management
Still Chained: N95 Masks and Supply Chains Lessons During COVID-19
MetLife Investment Management
Supply/Demand Mismatches and 2020 Economic Growth
MetLife Investment Management
It is extraordinary — and to some degree unnerving — to reflect on how much the world has changed since we published our last insurance survey in 2018. The pandemic has truly affected so many lives – in ways that most would suggest were previously unimaginable.
Gaining exposure to private fixed income
SLC Management
A complimentary source for additional yield: Investment Grade Private Credit
Securian Asset Management
Opportunities Across the Private Credit Spectrum
SLC Management
It is extraordinary — and to some degree unnerving — to reflect on how much the world has changed since we published our last insurance survey in 2018. The pandemic has truly affected so many lives – in ways that most would suggest were previously unimaginable.
Food for thought: EMD and the threat of inflation
Aviva Investors
Sustainable bonds: Everybody wants one
Aviva Investors
Three Considerations for Insurers Weighing an EM Corporate Debt Allocation
Loomis Sayles & Company, LP
We describe four major economic frictions that converge in climate change, scrambling the signals between prices and optimal production.
Inflation Housing, not Supply Chains
MetLife Investment Management
Technical Analysis Chart Pack: August 2021
MetLife Investment Management
Recovery Risks at Mid-Year 2021
MetLife Investment Management
Technical Analysis Chart Pack July 2021
MetLife Investment Management
Just Because You Call It a Recession Doesn’t Make It One
MetLife Investment Management
2022 Insurance Outlook: Three transition year themes — inflation, capital, ESG
Wellington Management
