Wellington Management
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Tue, 10/24/2023 - 17:53
Insurance Multi-Asset Outlook | Early 2024 resolutions: Enjoy the yield but be smart with your surplus
The views expressed are those of the author at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional or institutional investors only.
For much of 2023, bad news for the economy was good news for markets. More slack in the US labor market, for instance, was cheered by risk assets as a sign that growth and inflation were moderating. Now the other side of this relationship is playing out: A stronger-than-expected economy has pushed the expected terminal interest rate higher for longer, causing stocks to struggle.
What should insurers expect from markets as we approach the end of the year? In our latest Insurance Multi-Asset Outlook, Tim Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, offers his views and identifies areas that may be worth a closer look.
Click here to read Tim's thinking
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