Jeff Mueller and Stephen Fitzsimmons recently joined Insurance AUM's podcast to discuss how insurers can adapt their fixed income strategies amid steepening yield curves, tightening spreads, and shifting NAIC regulations.
The following views and perspectives are formed by the work of the Applied Equity team in managing assets for investors.
Bond markets are reacting to U.S. tariff and tax policy with rates moving higher in July and credit sectors rallying.
With the “democratization” of alternatives, many individual investors now have access to investment strategies that have the potential to improve performance and diversification.
This paper introduces our proprietary Private Markets Asset Allocation Framework (PMAAF), designed to help investors think about how to allocate their dry powder across private markets and cycles
Innovation schützt den bestehenden Wettbewerbsvorteil, unterstützt die Produktentwicklung und ermöglicht die Schaffung brandneuer Wertquellen.
“We think the network effects of greater capital expenditure will be vast, both for the companies investing in their businesses and those downstream who generate more business as a result.”
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
With concern about tariffs easing, investors can focus in the second half of 2025 on growth, earnings and a potential boost in the U.S. from deregulation and passage of tax legislation.
Learn how combining U.S. and European private credit allocations may enhance diversification, resilience and return potential for investors.
