We had a fantastic time sponsoring Insurance AUM's Insurance Investment Leaders’ Symposium in Chicago last week. Macro Strategist Juhi Dhawan brought insightful perspectives to the #Macro panel and insurance team members Andrew Paone and Sarah Marschok attended as well. We always enjoy spending time with our contacts and delving into pivotal topics impacting the industry.
Some of the biggest takeaways we heard are:
1. The income is back in #fixed income.
2. Illiquidity seems to be the risk of choice for #insurers, particularly #private credit.
3. Opportunities in #commercial real estate beyond returning to the office.
4. Discussions around insurance #regulations never fail to engage and enlighten.
Check out our latest Insurance Quick Takes on key insurance regulatory developments here: https://lnkd.in/ekm7TCRu
#insuranceassetmanagement #privatecredit #fixedincome
Insurance Asset Management
2wCongrats Team NEAM. This is certainly an asset class that insurers find attractive. Thanks for helping us familiarize all insurers with private credit; especially focusing on investment-grade private placements.