Market insight

  • Top 5 fixed income ideas for insurers in 2026: Give ground on risk, but just a little

    Wellington's Insurance team proposes a range of fixed income ideas for insurers, from investment-grade private credit to emerging market debt.

  • Three asset classes for European insurers to watch in 2026

    Selectivity, flexibility and governance will shape insurers portfolios in 2026. This is not a year for static positioning. Europe's insurers increasingly need to adopt flexible frameworks and react to shifting conditions. Our 2026 Insurance Outlook reveals the three asset classes insurers need to watch.

  • Connecting capital to opportunity

    In this episode of the Streaming Income podcast, Barings Chairman & CEO Mike Freno shares how long-term partnerships, innovative thinking, and deep global relationships are reshaping the asset management landscape.

  • Top Investment Considerations for Insurers in 2026

    Mercer's Top Considerations spotlights insurers' challenges, questions assumptions and maps how investors can adapt to sector shifts and emerging technologies.

  • Sub-IG infra debt: Exploring risk spectrum for insurers

    Infrastructure debt has moved beyond toll roads to sectors like data centers and battery storage. For insurers, sub-IG infra debt can offer stability, yield and capital efficiency and can help achieve both financial and strategic objectives in today's market.

  • Insuring the future: The case for diversified private credit

    Europe's insurers are navigating a number of headwinds. Interest rates, inflation and diversification challenges are reshaping asset allocation decisions. Private credit may offer a fresh path forward. However, understanding the opportunities and hurdles is key

  • Key insights into insurer-focused investment ideas and regulations

    Our latest paper provides insights into three key areas of investment markets; insurer-focused investment ideas; and regulatory updates.

  • Three reasons insurers should consider real estate debt

    Early 2025 saw property investors shift to risk-on, but uncertainty has led to a risk-off stance. U.S. policy ambiguity adds volatility, likely delaying recovery. Despite this, European real estate debt remains a compelling opportunity for insurers for three key reasons.

  • What is a CLO?

    CLOs provide an efficient, scalable way of investing in floating-rate loans while offering structural protection that has historically performed well through multiple credit cycles.

  • STS ABS: Opportunities and expectations for European insurance investment portfolios

    The Simple, Transparent and Standardised asset-backed security (STS ABS) market can offer attractive potential risk-adjusted returns to complement an exposure to high-quality corporate and government bonds.

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  9. Outcome bonds a "growing space" L&G says, after backing Clean Cooking project
  10. MUFG appoints WTW insurance alumnus to expand insurance financing offering in EMEA