The race for superintelligence has triggered a spending boom on graphics chips, data centers, power supply and talent. Our panel discusses what it means for investors.

Highlights from the week of May 10 – May 16, 2024.

In the dynamic world of insurance investments, understanding liquidity management is crucial. Jeffrey Hobbs, Head of Insurance Portfolio Management recently sat down with Stewart Foley on the InsuranceAUM podcast and breaks down the essentials of effective liquidity management.

In the current macroeconomic environment, we prioritize balance in our portfolios, favoring U.S. large cap equities and high-quality fixed income.

Strong performance plus new capital has meant a buoyant market. There’s further to go.

Hear how client portfolio manager Chrissy Bargeron, CFA, has integrated AI to enhance both the investment process and client experience.

Our panel of property pros and macro mavens discuss who’s hurting, who’s investing, and where to put money to work now.

The transformation and development of commercial mortgage loans over time have made them a significant and promising part of the investment thesis for insurance companies, becoming a mainstay asset class for many investors.

Voya’s list of what to love in the securitized credit market this year… and what to leave.

In 4Q 2023, US CLO debt tranches delivered favorable returns across the stack.