Thursday, October 22, 2020

Topics

Tax Exempt Municipal Bonds: Attractive Again?

The Tax Cut and Jobs Act of 2017 had numerous impacts on the municipal bond market. From the standpoint of the institutional...

Does Equity Have a Place in Your Portfolio? With T. Rowe Price’s John Linehan

https://mcdn.podbean.com/mf/web/sdx2n8/IAJ_John_Lenahan_100820bdh5t.mp3

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.

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,...

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...