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

Leading Transition: Executive Coaching in Private Credit with TCG

Leading Transition: Executive Coaching in Private Credit with TCG

June 24, 2026
Europe Autos Reset: Competition, Costs and Credit Risks

Europe Autos Reset: Competition, Costs and Credit Risks

June 18, 2026
U.S. Special Situations Outlook: LMEs, Litigation and Bankruptcy

U.S. Special Situations Outlook: LMEs, Litigation and Bankruptcy

June 12, 2026

Know More. Risk Better.®

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