Insurance Themes: Expanding the Playbook in a Tight Market

Insurance Themes: Expanding the Playbook in a Tight Market

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Insurance Themes: Expanding the Playbook in a Tight Market

On-Demand

|   60 minutes

With corporate spreads sitting near multi decade lows and public equity markets increasingly concentrated, insurers face one of the narrowest investment landscapes in recent history. Join us as Voya's insurance portfolio management leaders break down where opportunity still exists and how insurers can strategically reposition to capture it.

During this session, we'll explore key themes from our latest paper, Insurance Themes: Expanding the Playbook in a Tight Market. 

What We’ll Cover: 

  • Tight market conditions: Low spreads and concentrated equities limit traditional opportunities for insurers. 
  • Fixed income bright spots: CRE, residential mortgages, and middle-market CLOs offer strong risk-adjusted returns. 
  • Private credit advantage: Attractive spreads, diversification, and consistent long-term yield versus public markets.

Hosted by

Rawls Morrow

Senior Vice President, Head of Insurance Portfolio Management

Owen Joiner

Senior Insurance Portfolio Manager

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