How could the fiscal deficit affect portfolios?

Peggy Huang, Chief Investment Officer, SiriusPoint, discusses the changes in US fiscal policy and what affect this and other major macroeconomic themes could have on asset allocation.

Peggy Huang Siriuspoint
Peggy Huang, Chief Investment Officer, SiriusPoint.

Andrew Putwain: Can you please give us a brief introduction to yourself, your role, and what SiriusPoint’s investment ethos is?

Peggy Huang: SiriusPoint is a re/insurer with offices in NYC, London, Stockholm and headquartered in Bermuda.

Our investment objective is to maximise risk-adjusted investment income while maintaining liquidity, diversification and complying with risk and capital management requirements.

I am the Chief Investment Officer at SiriusPoint responsible for overseeing the investment portfolio that supports strategic goals and delivers long-term shareholder value while managing risk prudently. 

Before joining SiriusPoint in 2022, I was a Vice President at RenaissanceRe responsible for the investments analytics, strategic asset allocation framework, and capital program.

Please Login or Register to view this content.