Wednesday, September 23, 2020

4 Quadrant Report: Monthly Insight into U.S. Commercial Real Estate Opportunities

Partnering with insurance investors is a key strength of Principal Global Investors. From our own insurance company heritage, Principal Global Investors has...

P/C Book Yields, Surplus May Slip Further Due to Pandemic Fallout

2020 Events May Beg Questions of Insurers’ Risk Tolerance; Scenario Planning May Help Identify Potential Outcomes  Alan Dobbins, Director,...

The Global Credit Outlook: Finding Opportunities in Public and Private Credit Amid an Uncertain Recovery

While valuations have risen from their March lows, dislocation has created compelling opportunities in both the public and private credit markets.

Governance in the Time of COVID-19

The effects of COVID-19 have upended societies, economies, and financial markets, and reminded us in a dramatic way that the only...

Investors Expect and Demand Meaningful Environmental Goals and Progress

There is no doubt that environmental, social and governance (ESG) principles play an increasingly influential role in investment management today. For real...

The Case for a Permanent Allocation to an Equity Stabilization Strategy

Institutional investors face a balancing act between two equally important needs: achieving robust long-term returns while avoiding...

ETFs in Insurance General Accounts – 2020

In our first report in 2015, we used historical trends to project that insurance companies would double...

How to Invest in Dividend Equities Now

Companies globally are slashing dividend payments as they face a combination of declining revenues and regulatory measures discouraging dividend payments. Not surprisingly,...

Editor's Pick

What Makes An Asset Manager An Insurance Asset Manager?

Asset managers began specializing in managing insurance company balance sheet assets about 40 years ago. Initially, these managers focused on managing the...
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Latest Podcasts and Webcasts

ESG Integration: Easier Than You Think – Featuring Joseph Pursley from Allianz Global Investors

For the abridged presentation of 4:44 mins, please play the video immediately above.

Grace Vandecruze: From Homeless to Millionaire

https://mcdn.podbean.com/mf/web/fhbytu/IAJ_Grace_Vandercruz_Rev01_0902208v6zg.mp3

Do the Fundamental Things Apply? with Wellington’s Tim Antonelli

https://mcdn.podbean.com/mf/web/953zcn/Wellington_Tim_Antonelli_2020_8_17a4dhz.mp3

How Are Insurers Using ETFs? – Featuring Raghu Ramachandran from S&P DJI

https://vimeo.com/445204732/7e9a8aaed5 For the abridged presentation of 2:45mins, please play the video immediately above.

Telematics Insurance with Robert Smithson, CEO of Just Insure

Robert Smithson, Just Insure https://insuranceaumjournal.podbean.com/mf/play/82w3ga/Insurance_AUM_Journal_Robert_Smithson_Mix.mp3 Stewart: Welcome...

Street View with Loop Capital’s Anthony Chukumba

Anthony Chukumba, Loop Capital https://mcdn.podbean.com/mf/player-preload/07x9qi/Insurance_AUM_Journal_Anthony_Chukumba_Mix.mp3

View from the Top with Sanjay Chawla, CIO of FM Global

Sanjay Chawla, FM Global https://insuranceaumjournal.podbean.com/mf/play/8frx5q/IAJ_Sanjay_Chawla_MIX_061820.mp3 Stewart: Welcome...

Public Fixed Income

Estimating the Capital Exposure to Fallen Angels: An Insurer’s Perspective

Like all investors, insurers are currently grappling with an economic and market downturn caused by the COVID-19 pandemic, the likes of which...

Corporate Credit & Monetary Financing: A New Era in US Fed Policy

Are we witnessing a paradigm shift in how market participants should view US monetary and fiscal policy? Fixed Income Investment Director Amar...

An Evolving Landscape: Highlights of the RBC GAM 2019 Responsible Investment Survey

IntroductionThe 2019 RBC Global Asset Management Responsible Investment Survey polled key decision makers, including institutional asset owners, wealth managers and pension plan...

Exploring Alternative Credit for Insurance Companies

Investment opportunities in alternative credit are expanding. At the same time, private market allocations for insurance companies are growing as a way...

Decision 2020: Where to Diversify U.S. Corporate Bond Risk in Today’s Market Environment?

While the U.S. presidential election is understandably the most anticipated and most discussed decision for this year, Invesco believes there is another...

Muni Market Climate Risk: Hidden Perils, Untapped Opportunities

KEY POINTS:• In our view, climate change represents an acknowledged, yet still underappreciated, risk in the municipal (muni) bond market, but...

Private Fixed Income

Exploring The Various Uses of Private Real Estate Debt in an Insurance Portfolio

The real estate debt asset class can provide debt investment options that may outperform traditional benchmarks while potentially offering attractive returns,...

Private Placements: Advantages Magnified In Late-Cycle Environment

The private placement market offers additional risk reduction and diversification that can help investors at any stage of the economic cycle. Private placements have...

Private Credit: A Broader Perspective

More and more insurers are turning to private credit as a tool to try to enhance income, reduce volatility or diversify return streams. Insurance...

Private Credit Strategies: An Introduction

Private credit offers distinct advantages and appeal in a low return environment, but investors should be aware that behind the name is a diverse...

Public Equities

When Volatility Strikes, Add . . . Equity?

Bonds are the way to go to reduce risk, right?Maybe not. Investors are worried about the market forecasts...

ETF Check-In Provided by Brownstone 1Q2020 – Columnist

Key Points• There are 20 unique ETF issuers offering Fixed Income ETFs eligible to be reported as bonds approved by the NAIC.•...

Solving the Mysteries of Alpha

As evidenced by their high fees, stock pickers still are coveted in investing. Conventional wisdom attributes much of alpha to the...

ETF Check-In Provided by Brownstone 4Q2019 – Columnist

Key Points• There are now well over 250 ETFs eligible to be reported as bonds designated by the NAIC. • We...

Insurance Company Investments In ETFs: Accelerating Growth Ahead

EXECUTIVE SUMMARY This report presents the results of a Greenwich Associates study of U.S. insurance company investments in exchange traded funds (ETFs). We interviewed 52...

Adding Upside Potential To Insurance Portfolios: Equity Enhanced Fixed Income

Since the global financial crisis, persistently strong equity markets and muted volatility have led to a prolonged period of market complacency. Recent movements in...

Private Equities

4 Quadrant Report: Monthly Insight into U.S. Commercial Real Estate Opportunities

Partnering with insurance investors is a key strength of Principal Global Investors. From our own insurance company heritage, Principal Global Investors has...

Alternatives

An Introduction to Alternative Risk Premia

Alternatives investors have always been focused on the possibility of achieving a measure of downside protection, accessing differentiated exposures and identifying truly uncorrelated, complementary...

Alts Transparency: Finding The Right Balance

Despite the dominance of transparency as a discussion topic over the last decade, market practices in alternative investing haven’t changed as much as you...

Multi-Asset

Interview with Netti Bhalla, Executive VP & CIO of Liberty Mutual Insurance

Guest Q&A With Neeti Bhalla Johnson We are very fortunate to have Neeti Bhalla...

Interview with Jack Nelson, Senior VP & CIO of the Everest Reinsurance Group

Guest Q&A With Jack M. Nelson, PhD, CFA Jack Nelson is a very busy...

Interview with Randy Brown, CIO of Sun Life Financial

Guest Q&A with Randy Brown IAUM: You mentioned during our lunch that the capital...

Technology, Regulation & Accounting

PutWrite: A Potentially Risk-Reducing Strategic Allocation For Non-Life Insurers

In early 2016 the Financial Accounting Standards Board (FASB) issued Accounting Standards Update 2016 – 01 (ASU 2016 – 01), changing how financial institutions...

Don’t Let The Tail Wag The Dog: For Insurers, It’s Investment Discipline First, Capital Efficiency Second

This year was the year of the dog, according to the Chinese zodiac. For NEPC’s Insurance Investment Practice, 2018 was the year of rated-private-debt...

The Potential Impacts of the Trump Tax Bill on Municipal Bond Investing

The bill approved by Congress on December 20, 2017, should have significant supply and demand effects on the municipal bond market, and the changes...

ESG

Why Climate Leadership Will Likely Come From The Insurance Industry

Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to...

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