Presented by Milliman
As many firms expand beyond traditional allocations to fixed income and mortgage-backed securities, this report provides a guide to 11 alternative asset classes insurers may wish to consider.
With inflation showing staying power, how can your firm best harness risk, economic disruption and prepare for a potential downturn? We believe firms have the opportunity to Reset4Value — and drive strategic repositioning, smart cost decisions, and fund their organization for a better tomorrow.
The BlackRock Investment Institute (BII) explore key themes and investment views in their 2023 Global Outlook.
The regime of greater economic and market volatility is playing out – and not going away. Central banks won’t ride to the rescue in recession, contrary to what investors have come to expect. This regime requires a new investment playbook. It involves more frequent portfolio changes and more granular views that go beyond broad asset classes.
Insurability (Life & Health)
by Nicolas Denys, Head Of Employee Benefits, Group Risk Management, AXA Group
The Potential for Life Insurance Expansion in Middle-Income Population
by Deep Banerjee, Senior Vice President & Treasurer, Protective Life Corporation
There is an untapped opportunity in the middle-income population in the U.S. for expansion of life insurance.
Ralph Mucerino, Principal, RPM Strategy and Management Consulting LLC
Employer and Employee Perspectives Differ
The BlackRock Investment Institute’s 2022 Midyear Outlook explores the shift to a new, more volatile regime through the lens of three investment themes – and translates them into updated asset views.
The global economy is slowing sharply and inflation is at multi-decades highs: we anticipate what we call "inflationary recessions" in many major economies over the next 12-18 months. Central banks are hiking interest rates, targeting price stability over economic growth. In our view, this is a notable positive to the current challenging conditions, on two fronts. It will help ward off 1970s-style stagflation. It also signals the end of the era of financial repression.