Why Global Government Bond Yields Have Risen

Cold Storage Real Estate: Insulated From Economic Headwinds?

Adaptation is Resilience: Assessing Physical Climate Risk in Canada’s Provinces and Municipalities

Our latest CIO Insight

Macro Meets Markets: 5 Investable Themes to Watch

What is Stagflation, and How Likely is It?

The Outlook for Infrastructure as an Asset Class

Insurers are creatively investing in a growing asset class: natural capital

Insurers facing increasing regulatory and public pressure to manage climate-related risks are seeking to allocate their invested assets in ways that can support sustainability, the energy transition, and even nature itself through natural capital.

Five reasons why 2025 could be another strong year for U.S. regional banks

Going Long on Permanent Crops: Long-term Demand Fundamentals of Almonds and Pistachios

2025 fixed-income outlook: getting ahead of a steepening yield curve

Co-Investments: Deal Inventory Surge Poised to Benefit Investors in 2025

The impact of economic and CRE credit cycles on commercial real estate

Secondaries: a booming market moves into high gear in 2025

Junior credit: rate cuts and improving visibility support investment opportunities

Private Credit: Seizing M&A Momentum and Yield Advantages

How might the U.S. election and China’s stimulus package affect Asian fixed income?

COP29 and related announcements set the stage for the expansion of high-integrity carbon markets

Episode 268: The Power of Patient Capital: Navigating Private Credit Through Market Cycles

Join host Stewart Foley, CFA on the InsuranceAUM.com Podcast as we explore direct lending, sponsored finance, and middle market private equity, with insights into private credit opportunities for insurance investors.

More innovation on the horizon for private markets

Episode 264: The Future of Real Estate: Trends and Strategies with Maggie Coleman

Join host Stewart Foley on the InsuranceAUM.com Podcast as he discusses real estate investing trends, challenges, and opportunities.

The case for convertible bonds: understanding their role in an insurance portfolio

The ABC of MAC: how multi-asset credit strategies can offer dynamic performance across the economic cycle

A thematic framework for investing in the nature and climate transition

Hiding in plain sight: have emerging markets been overlooked for too long?

Assessing China’s latest stimulus measures: what do they mean for investors?

Beyond the ballot: the real drivers behind stock market performance

Regenerative agriculture: optimizing outputs

Episode 244: Risk, Opportunity, and Flexibility in Today's Credit Market: Jason Walker of Manulife CQS

Jason Walker is the Co-Chief Investment Officer at Manulife CQS.

CQS CLO Equity

Opportunities in ABS Markets

ABC of Regulatory Capital

Regulatory Capital

The dividends of policy divergence

How carbon markets bolster timberland investing

Flip-flops: on the path to plastics circularity or a watery grave?

With Fed easing potentially on hold, what does this mean for fixed income?

Regenerative real estate investing

Regenerative agriculture: definition, implementation, and impact

The continuing evolution of investment stewardship

The keys to success in GP-led secondaries deals

Managing interest-rate risk in 2024 and beyond

Expanding the efficient frontier with natural capital investments

Today’s fixed-income landscape sets the stage for active management

The resilient U.S. economy puts stocks on solid footing

Episode 195: Infrastructure Equity with Manulife’s John Anderson

John Anderson is the Global Head of Corporate Finance and Infrastructure at Manulife Investment Management and John Hancock Life Insurance.

Have investors missed the opportunity in municipal bonds?

Investing in the power of nature

Direct lending outlook: four expectations for 2024

Direct lending’s days as an esoteric asset class are no more. Offering the potential for attractive yields, reduced volatility, and portfolio diversification, this substantial segment of the private credit market seems to be becoming a core allocation for insurers, pensions, family offices, and income investors of all stripes. We believe this very moment represents an attractive entry point—and that direct lending is likely to continue shining as a critical part of a diversified portfolio in the year ahead.

Episode 185: Unlocking Forest Carbon Opportunities with Eric Cooperstrom

Eric Cooperstrom is the Managing Director of Impact Investing in Natural Climate Solutions at Manulife Investment Management.