Fixed Income

A mortgage lending portfolio focused on positive social and environmental impact can help investors achieve impact goals while securing an attractive income stream.

Changing the risk-based capital framework is likely to increase charges on BBB, BB and B rated tranches of collateralized loan obligations (CLOs).

In our view, valuations appear reasonable and private equity remains a compelling way for insurers to gain exposure to alternatives.

Market-to-book ratios are at historical lows for many stable value portfolios, but this rate-driven move isn’t cause for concern. These products are designed to ensure a stable return and income in volatile rate environments while replenishing market-to-book ratios over time.

Strong funded ratios and higher interest rates are prompting many corporate pension plan sponsors to shift assets to LDI strategies. If you’re still waiting, consider a hedging portfolio built on public corporate credit, complemented with non-traditional hedging assets.

Strong funded ratios and higher interest rates are prompting many corporate pension plan sponsors to shift assets to LDI strategies. Hear from our LDI experts, Oleg Gershkovich and Brett Cornwell, CFA, as they share their thoughts on why now is the right time to de-risk.

A new form of financing – commercial property assessed clean energy (CPACE) – to help property owners reduce energy consumption is gaining momentum, offering investors potentially attractive yields and aligning with ESG interests.

Recent rate volatility offers a rare opportunity, but if history serves as any guide the window to act will be fast to close.

A wild ride for LDI.