NEAM Insights | Non-US (5)

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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~ 4 min

Bond Market Riots

Government Debt in the 21st Century One of the defining issues of our time is the debt sustainability of sovereign nations. For much of this century,...

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~ 4 min

Trade Winds: March 2025

February Overview The minutes from the most recent January FOMC meeting, in which rates were left on hold after having been reduced by 100 bps from...

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~ 6 min

Exploring the Relevance of Asset Liability Duration Matching in P&C Companies: Myth or Must?

Introduction The collapse of Silicon Valley Bank in 2023 served as a wake-up call for the banking industry, highlighting the critical importance of...

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~ 4 min

Trade Winds: February 2025

January Overview With three consecutive rate reductions in the rearview mirror, the Fed held its benchmark rate steady at its most recent meeting....

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~ 4 min

2024 Fixed Income Yields and Returns...and Beyond

Healthy Appetite for Risk in 2024 Risk appetite across the U.S. capital markets was strong in 2024. The U.S. economy was supported by low...

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~ 4 min

Trade Winds: January 2025

December Overview The Fed cut its benchmark rate by 25 basis points as expected, bringing its benchmark range to 4.25%-4.50%. The decision was not...

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~ 4 min

Trade Winds: December 2024

November Overview The Fed’s 25 basis point November rate cut, which took the benchmark range to 4.50%-4.75%, did not come as a surprise. The market...

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~ 7 min

Enterprise Risk Capacity: Shifts in Risk Volume II

EXECUTIVE SUMMARY This issue of Perspectives explores the evolution of the risk and return profile of the U.S. property and casualty (P&C) industry...

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~ 4 min

Trade Winds: November 2024

October Overview The Fed lowered its benchmark rate by 50 basis points in September, citing a more balanced labor market and declining rate of...

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~ 9 min

The Risk Asset “Smile”: Finding the Sweet Spot for P&C Insurers

EXECUTIVE SUMMARY Property and Casualty (P&C) insurers primarily invest in high-quality fixed income securities. Risk assets such as below investment...

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NEAM Insights | Non-US

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