What Value Can ABS Provide to Insurance Companies?

Asset-backed securities can offer a menu of opportunities. Learn why we think insurance investors should pay attention.

EM Corporates with Elisabeth Colleran of Loomis Sayles

Welcome to another edition of the InsuranceAUM.com podcast. We're joined today by Elisabeth Colleran, who's a vice president of Loomis Sayles and a portfolio manager for the emerging market debt portfolios.

The Evolution of Private Fixed Income - New Opportunities to Help Diversify & Strengthen Insurance Portfolios

On balance, private fixed income offers potential diversification benefits, attractive yields and stronger lender protections compared to public bonds, along with attendant liquidity and/or complexity risks. In this paper we examine the distinctive characteristics of this asset class and the additive role it can play in insurance company portfolios.

Benefits of Proprietary Technology for Insurance Clients

We have a great podcast today, talking about the evolution of technology in the institutional asset management arena. And we're joined by John Gidman, who's the COO of Loomis, Sayles & Company. And also the CEO of their subsidiary services company called NIM-OS. And you're also the president of the Association of Institutional Investors.

Considerations for Insurers Weighing an EM Corporate Debt Allocation

We believe broadening a core allocation to include EM corporates (augmented by sovereigns when deemed appropriate) may make sense for insurers challenged with investing capital.

Rethinking the Fixed Income Playbook for Insurers

It’s been an interesting year for fixed income markets, to say the least. The surge in interest rates and the Treasury market selloff have left a lot of insurers with material unrealized losses in their investment portfolios.

Benchmark Snapping with Erik Troutman, Senior Insurance Strategist at Loomis Sayles

Benchmarking for insurance companies has been a problem for many, many years. Today we're going to talk about benchmark snapping with Erik Troutman, Senior Insurance Strategist at Loomis Sayles.

Insurance ESG Considerations: A Practitioner's Viewpoint on Portfolio Customization

As insurers look to their portfolios to meet income goals while delivering on new and shifting ESG demands, the need for tailored portfolios continues to increase.

Lauren McDermott Joins Loomis Sayles' Growing Insurance Solutions Team

Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, is pleased to announce that Lauren McDermott has joined the firm as Vice President, Insurance Solutions, effective 31 May 2022.

ESG Investing for Insurers: Our Key Learnings

Environmental, social and governance (ESG) matters have transitioned from an infrequent and standalone set of considerations into numerous pervasive, highly complex issues for corporations, government entities and investors of all sizes. The implications of ESG matters are already influencing decisions on investments, consumption, regulation and legislation. We believe the ESG phenomenon has created interconnectedness across the global economy that will play a major role in the next 20 years.

Loomis Sayles Hires Insurance Industry Veteran to Support Continued Growth

Loomis, Sayles & Company is pleased to announce that Sean Saia has joined the firm as an investment director. Among his responsibilities will be a focus on the continued growth and retention of the firm’s insurance business.

Three Considerations for Insurers Weighing an EM Corporate Debt Allocation

Are insurers making a mistake when it comes to their paltry allocation to Emerging Market (EM) Corporate Debt? We think so.

For Insurers, Time to Take a Broader View of Securitized Investing

Insurers generally take a narrow approach to investing in the securitized sector, usually through allocations in their investment grade fixed income reserve portfolios. In the current environment, with income opportunities constrained, we believe insurers should consider broadening their securitized investment strategy to take advantage of potential income and relative value opportunities in the sector. Despite this yield environment, we believe insurers continue to face challenging prospects. Rates are still low on a historical basis and negative in many parts of the world/curve.

Long-Duration Fixed Income: Market Conditions and Implications for Pension Plans & Insurers

Long-duration fixed income can play an important role in portfolios attempting to hedge against pension or long insurance liabilities, deflation, equity risk or simply taking a view that long-duration yields will decrease.

Risk Factors and Total-Return Options for Insurers

Yields trended higher in the first quarter of 2021. Investors appear to be focused on the government’s pandemic-related stimulus and vaccination programs, and are questioning inflation expectations and the implications for real yields. Despite this yield environment, we believe insurers continue to face challenging prospects. Rates are still low on a historical basis and negative in many parts of the world/curve.

Loomis Sayles Multi-Asset Credit Portfolio: Global Diversification Across Credit-Focused Sectors

Opportunities within the Structured Credit Universe

Fixed income sector yields are at historically low levels and insurers are feeling pressure to achieve their income objectives. In light of this we interviewed Michael Meyer and Gregory Ward from Loomis Sayles about the structured credit universe and why an expanded opportunity set within the securitized credit market could benefit insurance companies.

Making Insurance Assets Work Harder with a Tactical Credit Allocation

Globally, government bond yields are at historically low levels—$10 trillion with negative yields. Covid 19 pandemic has provided a truly exogenous shock to the global economy and helped drive the global credit cycle into a downturn regime. The pandemic response contributed to credit spreads increasing dramatically, while government yields decreased, resulting in unchanged or lower credit yields across most US investment grade fixed income sectors. Insurance companies are left still grappling with the challenge of meager yield potential as they strategically allocate large percentages of assets to investment grade fixed income spread sectors.