Beyond private credit: ABS return to insurance allocation debateLucas CacioliMar 30, 2026As spreads and scrutiny tighten, insurers are weighing corporate lending against asset-backed securities backed by diversified pools of consumer and real economy loans.
Asian insurers sharpen GP selection as zero-rate era endsLucas CacioliMar 22, 2026Private equity managers must now demonstrate operational value creation rather than relying on leverage and multiple expansion.
Evergreen funds divide Asian insurers on private market investmentLucas CacioliMar 19, 2026Portfolio maturity, regulatory constraints and liquidity expectations are shaping divergent strategies for private market exposure.