NEAM Insights | Non-US (12)

Featured Video

~ 6 min

2025 U.S. Life Industry Investment Highlights: Strong Yields, Moderating Income Growth

Executive Summary In 2025, the U.S. life insurance industry’s net investment income continued to rise, though at a slower pace, extending the upward trend since 2023. Supported by ...

Watch Video

~ 4 min

U.S. Housing: On Solid Ground

The 2008 financial crisis caused a severe contraction in the U.S. housing sector. It led to significant tightening of underwriting standards, forcing...

Watch Now

~ 7 min

Enterprise Risk Capacity: Lifting Investment Barbells

Executive Summary Property and casualty (P&C) insurers often focus on three areas of their invested assets: sector, credit and duration. The latter...

Watch Now

~ 5 min

Moving Fossil Fuels to the Back Burner

The last year has been a challenge for energy markets with a global oversupply in crude oil exacerbated by a pandemic-induced drop in overall energy...

Watch Now

~ 4 min

Is it Time to Worry About Inflation?

The Fed and Inflation In 1979, annual inflation rates were north of 10% and rising when Paul Volcker, then Chairman of the Federal Reserve Board,...

Watch Now

~ 5 min

Life Insurance Industry’s Net Investment Spreads: Who Suffers the Least?

Executive Summary To understand how life insurers have fared through this prolonged low yield environment, we have published a series of studies1...

Watch Now

~ 5 min

Unintended Consequences

Slightly over a year ago in early 2020, the United States was in a good place economically. The economy was coming off a year in which real GDP grew...

Watch Now

~ 3 min

The Biden Agenda & A Reflationary Impulse: Implications for Capital Markets...and America

Election Surprises After the contentious 2020 presidential election and its aftermath, the loss of both Republican Senate seats in Georgia proved a...

Watch Now