Most Important Insurer Investment Problems and Potential Solutions

Nathan Simon, Director, Strategic Asset Alliance

Dan Smereck, Managing Director & Principal, Strategic Asset Alliance

We’ve just ended one of the worst years for performance of investment grade bond portfolios. The Fed continues its efforts to tamp down inflation, but we wonder how much of their demand destruction will be effective in doing so. The result is an expected recession, starting overseas and then coming to America. With valuations of both bonds and equities drawn lower, the scene is set for higher expected returns in the future, as cash flows are reinvested at higher rates. But, how can we prepare for this uncertain future? What are the most important investment problems coming from this for insurers? How are SAA’s clients addressing these problems? What does SAA see coming ‘over the horizon’ that insurers should be ready for today?

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