Income Research - Tue, 08/03/2021 - 13:05

Insurance Company Fixed Income Portfolio Trends – 2020

In our annual analysis of insurance company filings, we examine trends and changes that occurred in fixed income portfolios during the course of 2019. Although overall portfolio allocations were relatively stable, we saw a continuation of some trends identified last year, including a decrease in municipal allocations. Given the current elevated downgrade risk, we also look at fallen angels and the potential impact to NAIC 3 exposure.

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