Asset Class Returns Forecasts - Q3 2023
Quartely update of the expected returns across asset classes with a 5 and 10 year horizon.
In this edition, we delve into some upcoming trends that are impacting insurance companies’ investments, along with some actionable ideas.
In this article, we explore overlay solutions and their ability to provide effective ways to overcome cash and liquidity problems.
We look at how insurers have begun to adapt to the new market regime and suggest some avenues to explore on the asset side for the years to come.
The Talks elaborates on the uncertainty around the US Debt Ceiling negotations and how it could evolve.