Top 10 Articles of 2024
Top 10 Articles of 2024
Blue Owl
03/18/26The Private Market Playbook for Insurance Portfolios and Considerations for Hong Kong
Some structural reallocation is underway in Asian insurance portfolios. Asset allocations are increasingly focused on illiquidity and complexity as sources of return enhancement. Rather than chasing yield however, many insurance allocators are thoughtfully implementing privates to diversify existing exposures, help mitigate downside risk, match liabilities and meet regulatory capital requirements.
StepStone03/16/26Private Market Solutions for Insurers
ICOLI (insurance company owned life insurance) is a life insurance program used as a corporate financing tool with tax and capital efficiency benefits. These structures align with long-term liability-driven strategies, enable diversification across private market asset classes and have the potential to strengthen balance sheets. However, insurers face several considerations when implementing an ICOLI program. Strong governance, effective risk management and alignment with liability needs are critical
AllianceBernstein04/08/26Insurance Outlook 2026: Innovation at the Helm
In 2026, insurance investors will need creative capital, liquidity, and asset-allocation solutions to navigate tight spreads, rising regulatory complexity, AI-driven market concentration, and evolving macro and credit risks.
Principal Asset Management02/25/262026 Private Infrastructure Outlook
2025 posted the highest deal volumes for private infrastructure in history. We expect continued heightened levels of activity in 2026 for both private infrastructure equity and debt investors.
MetLife Investment Management03/02/262026 Investment Grade Credit Outlook: A Turning Point in a Familiar Market?
In the early months of 2026, the IG credit market looks much as it did over the prior two years. Yields remain elevated, offering investors compelling carry, while spreads sit near multi-decade tights — levels last visited in the mid-1990s.
Pioneer Investments03/17/26Agency Mortgage-Backed Securities (MBS) Market
Agency MBS remained relatively stable amid market volatility, with a neutral outlook as macro uncertainty, interest rates, and geopolitical events continue to shape performance and mortgage rate dynamics.
DoubleLine Capital LP03/09/26Jeffrey Gundlach: Our Next Turning Point
DoubleLine CEO and CIO Jeffrey Gundlach delivers a sharp macro assessment spanning credit markets, interest rate dynamics, equity valuations, and the evolving role of gold in central bank reserves.
Barings03/12/26Portfolio Finance: What it is and Why it Matters
Portfolio finance—a lesser-known segment of fund finance—is emerging as a powerful engine helping investors access private markets with more efficiency, diversification and control.
MetLife Investment Management03/06/26Investment Implications of the Iran Conflict
The post-strike scenario is thus far playing out largely as might be expected, including Iran’s retaliation, which has hit Gulf Cooperation Council (GCC) countries as it attempts to inflict a cost on the campaign while generating credible deterrence.
Aberdeen Investments11/17/25In Defense of Debt Sustainability in Sub-Saharan Africa
A look at why the path to debt sustainability in Africa is more complex, and more hopeful, than some might think.