Saturday, August 8, 2020

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,...

Steve Doire Joins Clearwater Analytics as a Strategic Platform and Client Advisor

Steve Doire, my managing partner at The Journal, has joined Clearwater Analytics in a consulting capacity. Clearwater...

Making Insurance Assets Work Harder with a Tactical Credit Allocation

Key Takeaways Globally, government bond yields are at historically low levels—$10 trillion with negative yields.Covid 19 pandemic has...

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...

The 4th LP: Investing Between The Silos

By any metric, it has been a great run in buyout PE over the past 20 years. Strong performance relative to public...

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...

Why Investors Should Ride the New Higher-Tech Infrastructure Wave with Liquid Real Assets

Executive SummaryThe investment fundamentals for liquid real assets have improved, as investment in the U.S’s infrastructure benefits from advances in technology. We...

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...
-- Must see --

Latest Podcasts and Webcasts

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...

On the Desk: Talking ETFs

Michael Cafiero and Aaron Kehoe, Brownstone https://insuranceaumjournal.podbean.com/mf/play/q0fk96/Insurance_AUM_View_from_the_Desk_Mike_Cafiero_and_Aaron_Kehoe_of_Brownstone_REVISED.mp3

Meet the Silver Lining’s Bestie: Margaret Milkint

Margaret Resce Milkint, The Jacobson Group https://insuranceaumjournal.podbean.com/mf/play/fai65l/Insurance_AUM_Journal_7_Finding_the_Silver_Lining_with_Margaret_Milkint_Managing_Partner_of_The_Jacobson_Group_REVISED_MIX.mp3

Before, During and After COVID-19

Chris Mier, Loop Capital https://insuranceaumjournal.podbean.com/mf/play/7nenf1/Insurance_AUM_Journal_Before_During_and_After_COVID_19_with_Chris_Mier_of_Loop_Capital_MIX.mp3 Chris Mier,...

On the Desk: Talking ETFs

Michael Cafiero and Aaron Kehoe, Brownstone https://insuranceaumjournal.podbean.com/mf/play/q0fk96/Insurance_AUM_View_from_the_Desk_Mike_Cafiero_and_Aaron_Kehoe_of_Brownstone_REVISED.mp3

Retail in the COVID-19 Age

Anthony Chukumba, Loop Capital https://insuranceaumjournal.podbean.com/mf/play/2mgth6/Insurance_AUM_Journal_Retail_in_the_COVID_19_Age_with_Anthony_Chukumba_of_Loop_Capital_REVISED.mp3

Public Fixed Income

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...

The Power of ESG in Fixed Income Investment Decision Making at North American Insurers

Investment decision makers at North American insurance companies are likely to see environmental, social, and governance (ESG) factors as a way to...

Why EM Debt Can Continue To Challenge The Doubters

EM debt’s diversity helps it overcome many common investor concerns. KEY INSIGHTS • Emerging markets (EM) debt can perform in different market environments. Its diversity and...

Developing Appropriate Environmental, Social & Governance (ESG) Fixed Income Strategies

BlueBay Asset Management’s My-Linh Ngo discusses the range of ESG investment strategies available to fixed income investors. Our ongoing...

Chinese Onshore Bonds: A Market Too Important To Ignore?

Key Takeaways • Invesco’s 2019 Global Fixed Income Study highlighted growing investor interest in China’s onshore bond market. • China’s efforts to align its domestic market...

Private Fixed Income

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

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...

The Rise of Factor Investing For Insurers

FOUR FACTOR-BASED INSURANCE APPLICATIONS What are factors? Factors are broad, persistent drivers of return. There are macroeconomic (macro) factors and style factors. Macro factors like economic...

Private Equities

The 4th LP: Investing Between The Silos

By any metric, it has been a great run in buyout PE over the past 20 years. Strong performance relative to public...

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

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

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