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Showing 10 of 12 Insights Posts
1271246974
Risk management Regulatory Asset allocation FRM Program Insurance Insurance Quick Takes Private credit Multi-Asset solutions Multi-asset Balance sheet Americas Multi-Asset qualifier Video
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Insurance Quick Takes: Positioning portfolios for what’s next in private credit

In our latest Insurance Quick Takes video, Tim Antonelli, head of Insurance Multi-Asset Strategy and portfolio manager, discusses the 2025 outlook for private credit and its implications for insurers.

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Tim Antonelli, CAIA, CFA, FRM, SCR

event March 2025
8 min
Video
2026-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1271246974
Fixed income Insurance Regulatory FRM Program Balance sheet Multi-Asset solutions Americas Insurance Quick Takes Asset allocation Video
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Insurance Quick Takes: The latest from the NAIC on CLO and bond fund capital charges

In our latest Insurance Quick Takes video, Tim Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, offers a timely update on two important investment-related projects discussed in a special NAIC meeting.

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Tim Antonelli, CAIA, CFA, FRM, SCR

event February 2025
6 min
Video
2026-02-27
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10163275
Macro and market Multi-asset Tactical allocation FRM Program iStrat Article Balance sheet
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Don’t let recency bias get in the way of good investment ideas

Tim Antonelli, Head of Multi-Asset Strategy – Insurance, offers ideas to help insurers avoid being anchored to recent events and build portfolio resilience, from locking in higher yields to taking a more dynamic approach with surplus assets.

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Tim Antonelli, CAIA, CFA, FRM, SCR

event November 2024
14 min
Article
2025-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Insurance Asset allocation Macro and market Balance sheet iStrat Multi-asset Tactical allocation Quarterly Asset Allocation Outlook iStrat program Article
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Risky business: Is now the time for surplus action?

Tim Antonelli, Head of Multi-Asset Strategy – Insurance and Portfolio Manager, considers insurers' renewed interest in risk assets and offers his views on areas that may be worth a closer look.

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Tim Antonelli, CAIA, CFA, FRM, SCR

event April 2024
17 min
Article
2025-04-30
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EM debt Macro and market Outlook Balance sheet Public pension (DB) Sovereigns Unit linked Union (Taft Hartley) Multi Single Distribution Global Credit Plus Multi-Sector Credit Opportunistic Fixed Income Fixed income Emerging markets Macro Fixed income program Quick Take
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Emerging markets debt: resilience in the face of adversity

Our expert discusses why she is positive on the outlook for emerging markets debt, even though growth will likely slow.

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By

Gillian Edgeworth

event January 2024
Quick Take
2025-01-31
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1337637114
Sustainability Biodiversity Climate Public pension (DB) Private pension (DB) Distribution Multi Single Balance sheet Discretionary Union (Taft Hartley) Climate Market Neutral Climate Strategy Sustainable investing Article
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Why sustainable food systems matter to investors

Our climate research expert explores insights from our joint work with Woodwell Climate Research Center on the pivotal relationship between food systems and biodiversity and highlights potential investment opportunities. 

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By

Christopher Goolgasian, CFA, CPA, CAIA

event October 2023
Article
2024-09-30
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1271246974
Insurance Multi-asset Regulatory Balance sheet Video iStrat Multi-Asset solutions Tactical allocation Insurance Quick Takes
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Insurance Quick Takes: Understanding the latest shifts in mortality and longevity

Tim Antonelli, Head of Multi-Asset Strategy – Insurance, discusses recent trends and patterns on mortality and longevity, why this topic is important for global insurers of all types and sizes today, and potential opportunities.

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Tim Antonelli, CAIA, CFA, FRM, SCR

event August 2023
Video
2025-08-31
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528018534
Multi-asset Volatility iStrat Risk management Tactical allocation Asset allocation Article Economic cycle Insurance Asset Allocation Outlook Balance sheet Insurance
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Core fixed income: Stop me if you’ve heard this one before

Head of Multi-Asset Strategy – Insurance and Portfolio Manager Tim Antonelli updates insurers on the status of the market today, shares what he believes they can expect for the rest of the year, and identifies areas that may be worth a closer look.

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Tim Antonelli, CAIA, CFA, FRM, SCR

event July 2023
Article
2024-07-31
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1202249270
Insurance Asset Allocation Outlook Insurance Balance sheet iStrat Multi-asset Equity Fixed income Commodities Liquid alternatives & hedge funds Whitepaper Tactical allocation Multi-Asset solutions
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Today’s sweet spot for yield, the growing role of alts

Insurance Multi-Asset Strategist Tim Antonelli provides his latest multi-asset views for insurers, with an emphasis on the value of core fixed income in today's environment.

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Tim Antonelli, CAIA, CFA, FRM, SCR

event May 2023
Whitepaper
2024-05-02
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Regulatory Business practices Insurance Balance sheet Quick Take
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New IFRS financial reporting standards: three key investment implications for insurers
ALM and Regulatory Capital Strategist Francisco Sebastian examines the investment impact of the new IFRS reporting standards and considers three potential investment implications.
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By

Francisco Sebastian, FIA

event August 2022
Quick Take
2023-07-31
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