2 NEW EPISODES of the InsuranceAUM Podcast + 11 articles
Episode 225: Building Resilience – The Power of Private Credit in Insurance Portfolios
Click HERE to listen to the podcast.
Subscribe on Apple Podcasts, Spotify, or Pandora.
Episode 226: Renewable Returns: Windmill Capital on Driving Change with Clean Energy Investments
Click HERE to listen to the podcast.
Subscribe on Apple Podcasts, Spotify, or Pandora.
Perspectives - Infrastructure debt: First among equals
The withdrawal of traditional banks from infrastructure financing has created significant opportunities for non-bank lenders.
Click HERE to read more from Macquarie Asset Management.
Insurance Quick Takes: One regulator's view of geopolitics’ impact on the industry
In this month’s insurance Quick Take, Tim Antonelli breaks down a new regulatory stress test of insurers' capital adequacy and liquidity in the face of increased geopolitical tension and inflation.
Click HERE to listen to the podcast from Wellington Management.
Regenerative agriculture: definition, implementation, and impact
Feeding a growing population in a world of increasingly scarce natural resources will require sustainable solutions, which is where regenerative agriculture could play a critical role.
Click HERE to read more from Manulife Investment Management
Global Market Outlook Midyear update: How central bank policy could impact your portfolio
The ongoing transition from the low rate post-global financial crisis environment to one characterized by higher interest rates may provide favorable conditions for active managers to outperform.
Click HERE to read more from T. Rowe Price.
Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
Where are we in the market cycle? Why is it healthy to be uncertain? And what does it mean to actually “be opportunistic”?
Click HERE to listen to the podcast from Oaktree Capital Managament.
领英推荐
Flip-flops: on the path to plastics circularity or a watery grave?
Companies will have to better understand how they contribute to the plastic crisis and their consequential exposure to commercial, legal, and reputational risks across their value chains.
Click HERE to read more from Manulife Investment Management.
The year of the ballot
FX markets are often the best way to express views or hedge positions in and around elections, and FX volatility presents a source of potential alpha.
Click HERE to read more from Ninety One.
Expert Q&A: The Compelling Opportunity in Mid-Market Credit
Yields from private debt are currently at decade highs, potentially making this a very attractive vintage for the asset class, says Adams Street Partners’ Bill Sacher to Private Debt Investor (PDI).??
Click HERE to read more from Adams Street Partners.
With Fed easing potentially on hold, what does this mean for fixed income?
Find out why we remain confident that U.S. high-quality intermediate fixed income still presents a compelling opportunity for investors.
Click HERE to read more from Manulife Investment Management.
Real estate primer
This paper provides a primer on real estate investing, addressing foundational questions such as why and how to invest in the asset class.
Click HERE to read more from StepStone Group.
Portfolio Construction Vol. I: A Foundation for Success
Private markets occupy a growing share of investors’ portfolio, with investors attracted to the asset class by the opportunity set and the potential to generate premium returns.
Click HERE to read more from Hamilton Lane.