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Multi-Asset solutions

Showing 10 of 22 Insights Posts
1271246974
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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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event February 2025
6 min
Video
2026-02-27
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1271246974
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Insurance Quick Takes: Navigating the Principles-Based Bond Definition Project

In our latest Insurance Quick Takes video, Tim Antonelli breaks down the NAIC’s Principles-Based Bond Definition (PBBD) project and implications for US insurers.

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event October 2024
6 min
Video
2025-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1271246974
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Insurance Quick Takes: IFRS S1 and S2: What's the impact to insurance investing?

Tim Antonelli, Head of Multi-Asset Strategy – Insurance, discusses the implications of two new sustainability reporting standards for global insurers, IFRS S1 and IFRS S2, and why it's not just IFRS filers that should pay attention.

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event February 2024
Video
2024-11-30
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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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Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Multi-Asset Market Outlook

To help think through the asset allocation outlook and implications for 2023, we offer views from iStrat, our investment strategy and solutions group

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event January 2024
Article
2024-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1271246974
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Insurance Quick Takes: A look at the future landscape of US insurance climate risk oversight

Tim Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, discusses the main points of a recent report published by the Federal Insurance Office (FIO), and the importance and impact to US insurers and insurance climate risk oversight.

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event October 2023
Video
2024-10-31
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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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Role, risk, and residual alpha: A framework for manager research

With many asset owners revisiting their strategic asset allocation and considering changes in their investment line-up, Director of Manager Research Kat Price and Head of Multi-Asset Strategy Adam Berger offer their views on manager selection best practices.

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event September 2023
Article
2024-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1271246974
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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event August 2023
Video
2025-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1271246974
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Insurance Quick Takes: Unpacking potential impacts of newly proposed NAIC regulations

Tim Antonelli, Head of Multi-Asset Strategy – Insurance, analyzes the potential impact for US insurers of a recent proposal that could allow the NAIC's security valuation office to override ratings of investments.

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event July 2023
Video
2024-06-30
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Keep your spread and earn on it too? The case for intermediate credit

Amid heightened volatility and an uncertain macro environment, members of our LDI Team see opportunity for corporate plans in the intermediate credit market.

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event June 2023
Article
2024-06-27
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Focus on what you can control: Five alternative investment ideas for an uncertain world

Multi-Asset Strategists Nick Samouilhan and Adam Berger explain how a variety of alternative investments, including select hedge funds and private credit, could help allocators reduce the importance of the economic cycle to their portfolio results.

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event June 2023
Article
2024-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.