Credit Where Credit’s Due: Insurers’ Love Affair with Private Debt

Summary

Host Zach Griffiths and special guest, Josh Esterov, dive into the changing dynamics of fixed income markets, with a special emphasis on the growing presence of private credit in life insurers’ investment strategies. They explore the risks and opportunities associated with this trend, particularly in the context of a potential economic downturn, while also discussing the increasing influence of private equity firms in the life insurance sector.

Analysts

Zachary Griffiths, CFA
Head of IG & Macro Strategy

Josh Esterov, CFA
Head of Insurance

The Ins and Outs of European Hybrids

The Ins and Outs of European Hybrids

May 28, 2026
AI in Action: Private Credit’s Next Edge with Liquidity

AI in Action: Private Credit’s Next Edge with Liquidity

May 26, 2026
Why Markets Underprice the Return of Clean Energy Credits

Why Markets Underprice the Return of Clean Energy Credits

May 21, 2026

Know More. Risk Better.®

Sign up to receive our latest credit insights direct to your inbox.