Wellington Management- Tue, 04/01/2025 - 17:29

Insurance Quick Takes: Positioning portfolios for what’s next in private credit

The views expressed are those of the speaker at the time of filming. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.

Tim Antonelli, CAIA, CFA, FRM, SCR
Head of Multi-Asset Strategy - Insurance and Portfolio Manager

In our latest Insurance Quick Takes video, Tim Antonelli explores the fundamental outlook for private credit in the year ahead, including thoughts on interest rates, revenues, valuations, and defaults and downgrades. He also considers the potential impact of the new US administration’s policies and the role of private credit in an insurer’s asset allocation.

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Wellington has been building investment partnerships with insurers since 1975. Our goals since then have remained the same – to exceed the investment objectives and service expectations of our clients. As an integral part of Wellington’s global investment platform, our dedicated Financial Reserves team offers the deep resources and experience needed to serve our insurance clients as a go-to thought partner, risk manager, and trusted advisor for complex investment objectives.. Today’s unprecedented challenges require unconventional solutions, and our collaborative strategic and proactive risk management approach helps our clients to be well-prepared.

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