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Insurance AUM Journal
In PWD coverage since August 26, 2026 · 16+ stories
PWD coverage
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MIM's Market Strategy team overweights U.S. investment grade and residential whole loans, underweights cash
The note says a September policy-rate increase looks likely and rests its growth call on AI infrastructure spending and consumer spending.
general_account · Sep 29Collis and Ngai pitch India's onshore bonds as strategic fixed income allocation
general_account · Sep 29Committing more after volatility spikes beat fixed pacing in QRG vintage study
general_account · Sep 29NAIC private-credit report works from five categories as insurer exposure resists definition
general_account · Sep 25The small-loan convexity hedge in agency MBS is wearing out
general_account · Sep 25Insurers should buy the takeout, not the bridge loan
regulation · Sep 23AG 53's review turns to how assets behave under stress
general_account · Sep 23AI turns growth equity into a manager-selection test
credit · Sep 23First Eagle's ABL pitch is a manager decision
credit · Sep 18In direct lending, the call list is the asset
regulation · Sep 17Insurers get weeks to shape the capital charge on private credit
credit · Sep 16NAV Finance's Insurance Pitch Meets the RBC Rewrite
general_account · Sep 8Sub-$250m carriers are the center of gravity in outsourcing
general_account · Aug 29Tokenization's Real Test Is Collateral, Not Returns
general_account · Aug 26Consumer credit's next turn is already in the GDP data