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Episode 52: Fixed-Income Investing for Insurance Companies (and Listener Mail)
Manage episode 416791714 series 3004677
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Jamie Crapanzano, a member of our insurance portfolio management team, joins the podcast to discuss the distinctive aspects of fixed-income management for insurance companies and provide an update on bond market relative value.
Related Insights:
1Q24 Quarterly Macro Themes
Research spotlight on what’s next.
2024 Election Uncertainty Could Drive Fixed-Income Outperformance
Rising economic policy and geopolitical uncertainty may favor higher quality fixed income in this election year.
Read Portfolio Strategy Commentary
Learning from Turning Points in Monetary Policy
The Case for Moving Into Higher Quality Fixed Income (and out of Money Markets and Equities) While the Fed Is Paused… and Ahead of Coming Rate Cuts.
Read Portfolio Strategy Commentary
Investing involves risk, including the possible loss of principal.
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