NEAM Insights | Non-US (7)

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

Trade Winds: April 2024

March Overview As widely expected, the Fed held its benchmark rate range steady at 5.25-5.50% at its most recent meeting. The decision to do so was...

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~ 5 min

Datacenter ABS

Datacenter Asset Backed Securities (“ABS”) emerged in 2018 as a niche asset class with limited activity and investor participation. Fast forward to...

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~ 7 min

Navigating Workers’ Comp Investment Portfolios: Threats & Opportunities

EXECUTIVE SUMMARY In this issue, we examine the enterprise profile and investment characteristics of U.S. workers’ compensation (WC) insurers,...

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~ 4 min

Trade Winds: March 2024

February Overview In the absence of a Fed meeting this month, the market combed through the Fed minutes from the January meeting to divine the...

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~ 4 min

MBS Opportunities

The Agency Mortgaged Backed Securities (MBS) market has been on a roller coaster between periods of excess demand and excess supply over the last two...

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~ 4 min

Monthly Economic Highlights: February 2024

JANUARY Overview Economic growth continues to hold up. The labor market, as evidenced by the recent payroll numbers, continues to be healthy....

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~ 4 min

Monthly Economic Highlights: January 2024

December Overview With inflation trending downward, and the labor market softening, market expectations for a reversal of Fed policy are gaining...

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~ 4 min

China: The Great Economic Wall of Worry

China has been the largest contributor to global growth over the last 20 years (contributing ~40% to global growth) and is now the second largest...

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~ 4 min

Monthly Economic Highlights: December 2023

November Overview Labor and inflation data cooled over the month, raising the odds that the Fed may be through with its hiking cycle. However,...

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~ 7 min

Analyzing the Investment Profile of Medical Professional Liability Insurers, through the Lens of Risk & Reward

EXECUTIVE SUMMARY In this article, we delve into the enterprise profile of U.S. Medical Professional Liability (MPL) insurers and assess their...

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NEAM Insights | Non-US

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