Multi-Asset qualifier

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1271246974
Insurance Multi-asset Regulatory FRM Program Insurance Quick Takes Asset allocation Americas Multi-Asset solutions Multi-Asset qualifier Balance sheet Video
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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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By

Tim Antonelli, CAIA, CFA, FRM, SCR

event
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.
173899201
USA Elections Tactical allocation Wealth Program iStrat Multi-Asset qualifier Geopolitical Wellington on Washington and the World Equity Fixed income Multi-asset Article
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Four investment perspectives amid a pivotal US election

How can investors reposition portfolios for a pivotal but highly unpredictable US elections? Nick Samouilhan explores potential avenues in conversation with three leading portfolio managers.

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Multiple authors

event
6 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1271246974
Insurance Multi-asset Regulatory FRM Program iStrat Multi-Asset qualifier Credit Multi-Asset solutions Client objective Macro and market Asset allocation Insurance Quick Takes Video
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Insurance Quick Takes: US life insurers’ utilization of private placements

In our latest Insurance Quick Takes video, Tim Antonelli discusses research on US life insurers’ use of private placement investments, and shares observations for insurers globally.

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By

Tim Antonelli, CAIA, CFA, FRM, SCR

event
3 min
Video
2025-08-08
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
92250847
Asset allocation Manager selection Climate Sustainable investing iStrat program Strategic allocation Active management Equity Fixed income Multi-asset Alternatives Multi-Asset qualifier Article
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Picking the right building blocks for a climate-aware portfolio

For asset owners integrating climate change into their multi-asset portfolios, members of our Investment Strategy & Solutions Group offer five important insights.

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Multiple authors

event
3 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1029831244
Liability-driven investing Asset allocation Equity Private pension (DB) iStrat Multi-Asset qualifier Fundamental Factor qualifer Factor solutions Multi-asset Strategic allocation Factors iStrat program Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Using defensive equities in a return-seeking portfolio: A factor framework for corporate plans

Members of our LDI and Fundamental Factor teams share their views on defensive equity investments, including their role in a plan's portfolio and the current environment for defensive factors.

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By

Tom Simon, CFA, FRM

Amy Trainor, FSA

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Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Asset allocation Monetary policy Economic cycle iStrat program Tactical allocation Inflation Multi-asset Equity Fixed income Commodities Multi-Asset qualifier Article
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Fork in the road: Slowdown or reacceleration ahead?

Markets seem to expect a much smoother ride in 2024, but are they too optimistic? Members of our Investment Strategy & Solutions Group offer their macro and market outlook, including their latest views on equities, bonds, and commodities. 

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Multiple authors

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Article
2026-01-31
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1271246974
Insurance Regulatory Multi-asset Balance sheet iStrat Multi-Asset qualifier Multi-Asset solutions USA Macro and market Video Insurance Quick Takes
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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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By

Tim Antonelli, CAIA, CFA, FRM, SCR

event
Video
2024-10-31
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