April 2024
Insight Investment North America
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Quarterly Insurance Update - Q1 2024
We recently published our inaugural insurance quarterly newsletter “US Insurance Watch.” In this publication we will share some of our key insurance investment themes and views, based on our work with clients and other industry stakeholders over the last quarter. In this edition we consider opportunities in fixed income, why we think insurance investors should re-evaluate their tax-exempt allocations, and key regulatory updates in the insurance industry.
Esoteric ABS and the evolution of insurance asset management
Stewart Foley, founder and managing partner of InsuranceAUM.com discusses esoteric ABS and the evolution of insurance asset management with Kerry O'Brien and Richard Talmadge.
Time for insurers to actively sell their tax-exempt bonds?
We believe that it is time for P&C insurers to take a more active approach to reducing their tax-exempt bond exposure. As industry profitability headwinds persist, investing in higher yielding taxable bonds can quickly compensate for any crystallized losses on sales.
Key investment themes for insurers in 2024
Watch the replay of our interactive panel discussion moderated by Insight Investment’s?Ryan McMurdie, Director – Insurance Solutions. Featured panelists from Insight Investment were?Kerry O’Brien, Head of Insurance Portfolio Management and?Emin Hajiyev, Senior Economist.
Insurance investors: reinforcing resilience
Post pandemic, insurance investors have suffered a perfect storm of high inflation, historic investment losses and a hardening reinsurance market.
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