Patience In The Quest For Longer-Dated Yields

Wipada Wipawin/iStock via Getty Images By Jason Pratt Insurers have time to wait for better valuations. Our bias for insurance portfolios favors shorter-tenor fixed income currently, ideally taking advantage of enhanced carry and providing insulation from the evolution of the credit cycle. However, assuming we are nearing peak policy tightening, it’s only natural to ask…

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