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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.

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Loomis, Sayles & Company, LP

For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide. To do this, our performance-driven investors aim to deliver long-term results by leveraging deep, independent research and rigorous risk analysis. With the resources, foresight, and flexibility to look far and wide for value in broad and narrow markets, Loomis Sayles has remained a trusted partner to its clients since 1926. Loomis Sayles proudly manages $417.9 billion* in assets on behalf of clients worldwide (as of March 31, 2026). 
*Includes the assets of both Loomis, Sayles & Co., LP, and Loomis Sayles Trust Company, LLC. ($53.9 billion for the Loomis Sayles Trust Company). Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, L.P.

Our Insurance Team possesses the knowledge and experience necessary to address the distinct requirements of insurance clients. By fostering collaborative partnerships, we work with global insurance organizations to provide customized solutions spanning portfolio management, advisory services, relationship management, reporting, and proprietary risk and reporting tools. Our offerings include both core and specialty insurance mandates, supported by our proprietary risk analytics and technology platform. 
 

Colin Dowdall, CFA
Global Head of Insurance Solutions
cdowdall@loomissayles.com
(617) 449-8782

Lauren McDermott
Director, Insurance Solutions
lmcdermott@loomissayles.com
(617) 816-6301

Loomis, Sayles & Company, LP
One Financial Center
Boston, MA 02111

 

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