How should a constrained credit environment change your strategies on portfolio construction?

Industry figures give their views on where you should be looking for yield in a constrained credit spread environment in risk repricing.

John, Mike, Suo @Alex Towle.
(L-R) Bradley, Huff, Wu.

Where should you be looking for yield in today’s constrained spread environment?

Considering current dynamics and the other factors it’s a question being asked a lot in the industry.

It was one of the opening questions posed to a panel discussion at the Insurance Investor Live | North America event over winter in New York. The conversation now forms part of the Insurance Asset Management, North American 2025 report, available to download.

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