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

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