Wellington Management’s Post

In our latest Insurance Multi-Asset Outlook, Timothy Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, considers whether reserve fixed income will remain an investment "sweet spot" and equities will offer more upside from here. #insurers #insuranceassetmanagement #assetallocation

In our latest Insurance Multi-Asset Outlook, Timothy Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, considers whether reserve fixed income will remain an investment "sweet spot" and equities will offer more upside from here. #insurers #insuranceassetmanagement #assetallocation

In our latest Insurance Multi-Asset Outlook, Timothy Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, considers whether reserve fixed income will remain an investment "sweet spot" and equities will offer more upside from here. #insurers #insuranceassetmanagement #assetallocation

In our latest Insurance Multi-Asset Outlook, Timothy Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, considers whether reserve fixed income will remain an investment "sweet spot" and equities will offer more upside from here. #insurers #insuranceassetmanagement #assetallocation

In our latest Insurance Multi-Asset Outlook, @Tim Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, considers whether reserve fixed income will remain an investment "sweet spot" and equities will offer more upside from here. #insurers #insuranceassetmanagement #assetallocation

In our latest Insurance Multi-Asset Outlook, @Tim Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, considers whether reserve fixed income will remain an investment "sweet spot" and equities will offer more upside from here. #insurers #insuranceassetmanagement #assetallocation #insuranceassetmanagementstrategygroup

"Stewart: ...do you agree that there's a trend to alternatives? And if so, where? Pete Miller: Yeah, absolutely I agree. And I think that's probably, at this point, pretty well established that there's been a very noticeable trend really going back to the financial crisis. And with rates being just super, super low for so many years. Not only insurers, but really all investors and in particular institutional investors clearly had a very strong demand, insatiable demand for returns, and hence this kind of multi-year trend towards more private market exposures and alternative investment strategies. And I do think it'll continue. One of the things that comes up a lot now. Clearly the last year or two, rates particularly in the US have backed up a lot. And that means on the one hand, public markets are offering returns that really haven't been available for such a long time. And I think one natural inclination is to assume, well, okay, so that's going to kind of reduce the interest in alternatives." Learn more from Invesco US' Pete Miller in "Episode 203: Shifts and Opportunities in Insurance Asset Allocation": https://ow.ly/aNew50R2eIc

"Stewart: ...do you agree that there's a trend to alternatives? And if so, where? Pete Miller: Yeah, absolutely I agree. And I think that's probably, at this point, pretty well established that there's been a very noticeable trend really going back to the financial crisis. And with rates being just super, super low for so many years. Not only insurers, but really all investors and in particular institutional investors clearly had a very strong demand, insatiable demand for returns, and hence this kind of multi-year trend towards more private market exposures and alternative investment strategies. And I do think it'll continue. One of the things that comes up a lot now. Clearly the last year or two, rates particularly in the US have backed up a lot. And that means on the one hand, public markets are offering returns that really haven't been available for such a long time. And I think one natural inclination is to assume, well, okay, so that's going to kind of reduce the interest in alternatives." Learn more from Invesco US' Pete Miller in "Episode 203: Shifts and Opportunities in Insurance Asset Allocation": https://ow.ly/aNew50R2eIc

Some timely insight from Loomis Sayles on private fixed income as well as strategies for a “higher for longer” rate environment and why corporate health continues to improve. Loomis makes a strong case for continued success in corporate fixed income (Dan Bastasic/Strategic Corporate Bond supporters will like hearing that). For advisors that value thoughtful analysis of all areas of the market (equity, fixed income, privates, etc) it would be a good idea to follow Loomis Sayles for their monthly blog posts. $100m per year in research insight from a research driven firm (98 years and counting) might help with some of your portfolio allocation decisions. #CCM964 #CCM8888 #CCM9830 #CCM3553

Slightly more than half of advisers are positive about their clients' investments in 2024, according to the latest FT Adviser Talking Point poll. Supported by Schroders https://lnkd.in/eBjj4zkT #financialadvisor #investing