NEAM Insights | Non-US (2)

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 ...

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~ 3 min

Steady by Choice, Powerful by Design: The Case for Actively Managed Core Fixed Income

In today’s market environment, alternatives and private credit dominate the conversation. These products are marketed as innovative, differentiated,...

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~ 4 min

Trade Winds: March 2026

February Overview With stabilizing employment data and “somewhat elevated” inflation, the Fed held rates steady at its last meeting. The minutes from...

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~ 8 min

Evolving Correlations: Implications to Risk, Return & Asset Allocation

Executive Summary Correlation statistics are measures commonly used to evaluate the relationship between two variables. Asset classes often exhibit...

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~ 4 min

Trade Winds: February 2026

January Overview As the labor market stabilizes even while inflation remains above target, the Fed’s decision to keep the benchmark rate at...

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~ 4 min

The Power of Carry: Sustaining Durable Yields in 2026

Strong Returns for Investment Grade Bonds in 2025 Investment-grade bonds staged a comeback in 2025, overcoming a year marked by significant economic...

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~ 7 min

The Net Investment Spread Rebound & Divergent Paths to Recovery

Executive Summary To understand how life insurers have navigated the recent period of elevated interest rates, we updated our analysis of the...

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~ 4 min

Trade Winds: January 2026

December Overview At its most recent meeting in December, the Fed reduced its benchmark rate by 25 basis points, bringing the range to 3.50-3.75%....

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~ 4 min

Trade Winds: December 2025

November Overview With the Fed facing a combination of a slowing labor market, above target inflation and reduced available data from the government...

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~ 4 min

Breaking the German Debt Brake

In the Spring of 2025 Germany announced its intention to increase spending in a manner that was unimaginable at the start of this year, not to speak...

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~ 5 min

A Portfolio of War and Peace: The ESG Defence Dilemma

As sustainability factors become embedded in insurers’ investment strategies, and non-financial disclosures become more standardised globally, the...

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NEAM Insights | Non-US

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