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This website is intended to give Insurance clients access to our investment teams' current investment thinking and comprehensive information on our Insurance capabilities, including our:
- Topical investment focus
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We have a well-established Insurance Solutions business with more than 20 years’ experience partnering with global insurance clients. Find out more.
Ziling Jiang
Head of Insurance Analytics – EMEA
Phone: +44 (0)20 7355 7205
Email: ziling.jiang@nb.com
Cyril Bosse-Platiere
Vice President, Insurance Strategy & Analytics
Phone: +44 (0)20 7355 7228
Email: cyril.bosse-platiere@nb.com
Oliver Little
Head of UK Insurance Solutions
Phone: +44 (0) 20 7390 4186
Email: insurance-solutions@nb.com
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Practical Implications of the New Regime
You’ve pinned down your economic and market outlook, but what does it imply for your investment strategy—and how much of that is realistic?
The Investors Have Left the Building
Is money rushing to exit from non-traded real estate because there is more attractive value in listed real estate?
Navigating Secondaries Amid Choppy Markets
(23:37) As we continue to provide insight into diversifiers across all asset classes, we explore how Private Equity Secondaries have evolved since 2020, and what could be ahead for the asset class.
A Delayed Reckoning
Equity markets had momentum coming into 2023, but has the economic data now become too bad for investors to ignore?
Economic and Market Review: Key Considerations For Equity Investors
After rising interest rates, persistent inflation and geopolitical turmoil pounded equity investors in 2022, we believe macroeconomic indicators offer equity investors little to cheer about in the first quarter of 2023.
A Peak That Persists
We think sticky services inflation paired with a moderate slowdown will enable central banks to maintain higher rates for longer.
From Policy Risk to Recession Risk
Markets have rallied, but the Asset Allocation Committee expects volatility to persist amidst slowing growth and uncertain paths for inflation and central bank policy.
Reducing Altitude
As inflation recedes, focus on quality and security selection.
The Portfolio Doctor Is In
(30:31) Now that a new year is upon us, we explore the tactics of seeking to craft attractive portfolios as we continue to see a path of volatility in 2023.
Macro Versus Micro
Top-down and bottom-up forecasts are increasingly diverging, and we think 2023 will be largely about how these divergences resolve themselves.
BBBs in the ‘Old Normal’
A key investment-grade sector retains its appeal, but selectivity may be important.
Outlook 2023
The leaders of our investment platforms welcome the New Year with their views for 2023.
Solving for 2023: How the Tables Have Turned
(41:20) As we conclude 2022, we turn the tables to evaluate what could lie ahead for markets in 2023.
What Goes Up Must Come Down…Right?
(27:02) As inflation grows more apparent across the globe, we explore if there’s an end in sight, and how we see it impacting both Equities and Fixed Income investments.
Escape From Flatland
A two-dimensional, return-and-volatility view of investments may not allow you to see important risks.
Undercapitalization Slows Secondaries Activity
While LPs and GPs cry out for liquidity, secondary funds are unable to recapitalize quickly, creating pent-up demand that bodes well for the future.
COP27: Treating the Symptoms, Not the Disease
In many respects, COP27 was neither feat nor flop.
A Tale of Two Cities
Why we think the resilience of the U.S. economy is proving to be a real conundrum for investors.
Broadening Access to Private Equity
In a recent conversation with Private Equity International, Managing Directors Maura Reilly Kennedy, Peter von Lehe, and Jose Luis Gonzalez Pastor discuss newer solutions available to individual investors to access private equity and important considerations for both individuals and managers
Private Equity in the Economic Headwinds
Against the current economic headwinds, concerns about sourcing, financing, managing and selling private equity assets are understandable—but might these concerns be obscuring the underlying resilience of the asset class?
Bank of Japan: The G-10 Outlier
(20:13) As economies around the world are dealing with the effects of inflation, we evaluate an outlier with a particularly dovish stance…
Cryptonite
The FTX collapse is a blow to the idea of finance industry disruption and a potential source of volatility, but we think systemic contagion into broader financial markets is unlikely.
The Rise of GP-Led Secondaries
As private equity investors scramble for liquidity in this volatile climate, more general partners are orchestrating transactions in the secondary market.
2022 Global Corporate Credit ESG Engagement Report
During the past year our established relationships with issuers in developed and emerging markets enabled us to have meaningful engagements with a number of management teams. We engaged on key ESG issues such as climate change, community relations, and human capital management.
An Emerging Opportunity
If you are one of the many investors looking positively at high yield bonds, you might want to consider emerging markets debt, too.
Hardening Borders: Opportunities in Security, Health and Trade
Seeking the potential beneficiaries of a new age of deglobalization and insecurity.
The Asset Allocation Facts Have Changed
Why we think this year’s dramatic rise in bond yields, together with recent signs that inflation may have peaked, demands a radical re-think of asset allocation.
Shooting Down the Hawks
As the U.S. Federal Reserve’s messaging gets blurrier, markets are focusing on the data.
Solving for 2023: Back to the "Old Normal"
Our senior investment leaders discuss their market and investment themes for the coming year.
Divergences and Pivots
The exuberant response to last Thursday’s inflation data suggests markets are primed for the “pivot”—but could they be extrapolating too far?
Could Liquid Alternatives Provide Answers?
(15:21) As liquidity remains a key area of focus for investors, particularly amid a volatile backdrop, what opportunities can be explored across more alternative investment categories?
COP27: A Chance to Reset
Broken promises, fraught debates and a dire economic and geopolitical backdrop are precisely why we believe COP27 is so important.
Key Considerations When Navigating the Net-Zero Transition
What investors should keep in mind when decarbonizing their portfolios
Is This ‘Nightmare on Wall Street’ Coming to an End?
Do corporate earnings disappointments signal a weaker economy and easing inflation pressures, which could end this scary market—or are there more twists to come?
Building on Infrastructure Investing
(12:04) As governments seem to be finally getting serious about infrastructure spending, we explore some considerations of investing in this space.
An Eventful Time for Event-Driven Investing
In a tough market environment, we believe company management teams and boards have to be more creative, daring and decisive; seeking event-driven opportunities is all about finding those taking the most impactful action.
Thinking Strategically About Commodities
A laggard over the past decade, commodities appear, in our view, poised for continued strength in the years ahead.
Tighter Conditions Begin to Squeeze the Economy
As the economy slows, an epic climb in short-dated rates and bond yields appears to have shocked investors into accepting the prospect of stickier inflation, but they still seem reluctant to price for substantially lower earnings.
Schooling the Sovereigns
Bond markets appear to be disciplining policy inconsistencies, both within sovereigns and among them.
Making Sense of Markets and Policy Change
(16:00) From the Fed’s rate hikes to the BoE’s historic fiscal stimulus package, how should investors make sense of policy actions occurring around the world right now?
Be Wary of Bear Market Rallies
We may want to be optimistic about inflation and rates, but that only delays the hard questions we are likely to face as we enter the new economic era.
Policy Stays in the Crosshairs
Despite volatility, the basic storyline of inflation and the Federal Reserve should continue to drive market behavior.
Economic and Market Review: Key Considerations for Equity Investors
We put out a cautious Equity Market Outlook three months ago, and after a quarter of worsening economic data and inflation trends we are now even more focused on low beta and high earnings quality.
Policy Excesses and Market Discipline
We are seeing bond investors standing up for themselves against policymakers, and while equity investors are experiencing pain from this struggle, the end result may be a more sustainable, fundamentals-based market.
Investing at a Crossroads
(23:19) How could asset allocators change their approach with the goal of achieving compelling outcomes amid today’s investment landscape?
Investing at a Crossroads: Three Themes for Today’s New Challenges
As 40-year tailwinds turn to headwinds, we distill an era of sometimes bewildering change into three themes and a new investment playbook.
Navigating the Emerging Markets Default Wave
Despite record defaults, stresses remain relatively low for the asset class overall.
Conversations With… Ray Carroll
Alternative risk premia can be great diversifiers, but it takes human insight to realize their full potential.
Diversifying into Insurance Risk Premia
How Insurance Linked Securities can potentially improve the diversification in an institutional portfolio.
Optimizing Currency Exposures under Solvency II
Recalibrating the Dynamic Ideal Hedge Ratio for European Insurers.Top