Insight Investment - Thu, 01/02/2025 - 14:25

Key Insurance Themes And Investment Outlook - Q3 2024

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In this publication we will share some of our key insurance investment themes and views, based on our work with clients and other industry stakeholders over the last quarter. We also outline our key fixed income insights and economic views. If you have any feedback, please do not hesitate to get in touch.

  • Insurance regulatory update: An update on the NAIC’s Summer National Meeting.
  • The easing cycle begins: With the Fed’s 50bp rate cut in September, rates are now expected to gradually decline into the end of 2024 and over 2025. The Fed has pivoted from a focus on inflation to supporting employment. Fixed income market performance has so far been comparable to past rate cycles1
  • Spotlight on taxable municipal bonds: A Q&A with Senior Portfolio Manager, Jeffrey Burger on how he believes we are seeing some of the best opportunities in taxable munis in decades.
  • Investment outlook: Credit markets continue to be caught between potentially attractive absolute yields and tight credit spreads. But easing cycles have been generally positive for bond and credit markets

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Insight Investment

Insight is a global asset manager specializing in fixed income and risk management strategies with over $892.2bn in AUM. We have been working with insurers since 1934 and manage more than $34bn for over 79 insurers globally. Our investment philosophy offers clients innovative yet practical investment solutions. We manage custom fixed income strategies to help meet clients evolving needs, such as liquidity, principal preservation, earnings stability, tax minimization and total return.

Insight is subsidiary of BNY Mellon, which offers insurance clients additional services and access to boutique investment management teams. These services offer the potential for deeper collaboration across your portfolio.

AUM as of September 30, 2024. Assets under management (AUM) represented by the value of the client’s assets or liabilities Insight is asked to manage. These will primarily be the mark-to-market value of securities managed on behalf of clients, including collateral if applicable. Where a client mandate requires Insight to manage some or all of a client’s liabilities (e.g. LDI strategies), AUM will be equal to the value of the client specific liability benchmark and/or the notional value of other risk exposure through the use of derivatives. Regulatory assets under management without exposures can be provided upon request. Unless otherwise specified, the performance shown herein is that of Insight Investment (for Global Investment Performance Standards (GIPS), the ‘firm’) and not specifically of Insight North America. A copy of the GIPS composite disclosure page is available upon request.

Jeffrey Berman

Head of North America Distribution 
Jeffrey.Berman@insightinvestment.com
+1 212 365 3341 
200 Park Avenue, New York, NY 10166 
www.insightinvestment.com

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