ACORE CAPITAL’s Post

We had a fantastic time sponsoring InsuranceAUM.com's Insurance Investment Leaders’ Symposium in Chicago last week. Macro Strategist Juhi Dhawan brought insightful perspectives to the #Macro panel and insurance team members Andrew Paone, CFA and Sarah Marschok Sidman attended as well. We always enjoy spending time with our contacts and delving into pivotal topics impacting the industry. Some of the biggest takeaways we heard are: 1. The income is back in #fixed income. 2. Illiquidity seems to be the risk of choice for #insurers, particularly #private credit. 3. Opportunities in #commercial real estate beyond returning to the office. 4. Discussions around insurance #regulations never fail to engage and enlighten. Check out our latest Insurance Quick Takes on key insurance regulatory developments here: https://lnkd.in/gGjYVz32 #insuranceassetmanagement #privatecredit #fixedincome

We had a fantastic time sponsoring Insurance AUM's Insurance Investment Leaders’ Symposium in Chicago last week. Macro Strategist Juhi Dhawan brought insightful perspectives to the #Macro panel and insurance team members Andrew Paone, CFA and Sarah Marschok Sidman attended as well. We always enjoy spending time with our contacts and delving into pivotal topics impacting the industry. Some of the biggest takeaways we heard are: 1. The income is back in #fixed income. 2. Illiquidity seems to be the risk of choice for #insurers, particularly #private credit. 3. Opportunities in #commercial real estate beyond returning to the office. 4. Discussions around insurance #regulations never fail to engage and enlighten. Check out our latest Insurance Quick Takes on key insurance regulatory developments here: https://lnkd.in/efBNz4Wg #insuranceassetmanagement #privatecredit #fixedincome

We had a fantastic time sponsoring InsuranceAUM.com's Insurance Investment Leaders’ Symposium in Chicago last week. Macro Strategist Juhi Dhawan brought insightful perspectives to the #Macro panel (thanks for hosting John Patin!). My colleague Sarah Marschok Sidman and I enjoyed spending time with our contacts and delving into pivotal topics impacting the industry. Some of the biggest takeaways we heard are: 1. The income is back in #fixed income. 2. Illiquidity seems to be the risk of choice for #insurers, particularly #private credit. 3. Opportunities in #commercial real estate beyond returning to the office. 4. Discussions around insurance #regulations never fail to engage and enlighten. Check out our latest Insurance Quick Takes on key insurance regulatory developments here: https://lnkd.in/edxa5Td6 #insuranceassetmanagement #privatecredit #fixedincome

Our insurance team members Andrew Paone, CFA and Sarah Marschok Sidman had a fantastic time attending Insurance AUM's Insurance Investment Leaders’ Symposium in Chicago last week. Macro Strategist Juhi Dhawan brought insightful perspectives to the #Macro panel. We always enjoy spending time with our contacts and delving into pivotal topics impacting the industry. Some of the biggest takeaways we heard are: 1. The income is back in #fixed income. 2. Illiquidity seems to be the risk of choice for #insurers, particularly #private credit. 3. Opportunities in #commercial real estate beyond returning to the office. 4. Discussions around insurance #regulations never fail to engage and enlighten. Check out our latest Insurance Quick Takes on key insurance regulatory developments here: https://lnkd.in/dDumB8wk #insuranceassetmanagement #privatecredit #fixedincome

We had a fantastic time sponsoring Insurance AUM's Insurance Investment Leaders’ Symposium in Chicago last week. Macro Strategist Juhi Dhawan brought insightful perspectives to the #Macro panel and insurance team members Andrew Paone and Sarah Marschok attended as well. We always enjoy spending time with our contacts and delving into pivotal topics impacting the industry. Some of the biggest takeaways we heard are: 1. The income is back in #fixed income. 2. Illiquidity seems to be the risk of choice for #insurers, particularly #private credit. 3. Opportunities in #commercial real estate beyond returning to the office. 4. Discussions around insurance #regulations never fail to engage and enlighten. Check out our latest Insurance Quick Takes on key insurance regulatory developments here: https://lnkd.in/ezDAmECB #insuranceassetmanagement #privatecredit #fixedincome #insuranceassetmanagementstrategygroup

We had a fantastic time sponsoring Insurance AUM's Insurance Investment Leaders’ Symposium in Chicago last week. Macro Strategist Juhi Dhawan brought insightful perspectives to the #Macro panel and insurance team members including myself and Andrew Paone, CFA attended as well. We always enjoy spending time with our contacts and delving into pivotal topics impacting the industry. Some of the biggest takeaways we heard are: 1. The income is back in #fixed income. 2. Illiquidity seems to be the risk of choice for #insurers, particularly #private credit. 3. Opportunities in #commercial real estate beyond returning to the office. 4. Discussions around insurance #regulations never fail to engage and enlighten. Check out our latest Insurance Quick Takes on key insurance regulatory developments here: https://lnkd.in/eCvFfpHV #insuranceassetmanagement #privatecredit #fixedincome

We had a fantastic time sponsoring Insurance AUM's Insurance Investment Leaders’ Symposium in Chicago last week. Macro Strategist Juhi Dhawan brought insightful perspectives to the #Macro panel and insurance team members Andrew Paone and Sarah Marschok attended as well. We always enjoy spending time with our contacts and delving into pivotal topics impacting the industry. Some of the biggest takeaways we heard are: 1. The income is back in #fixed income. 2. Illiquidity seems to be the risk of choice for #insurers, particularly #private credit. 3. Opportunities in #commercial real estate beyond returning to the office. 4. Discussions around insurance #regulations never fail to engage and enlighten. Check out our latest Insurance Quick Takes on key insurance regulatory developments here: https://lnkd.in/ekm7TCRu #insuranceassetmanagement #privatecredit #fixedincome

We had a fantastic time sponsoring Insurance AUM's Insurance Investment Leaders’ Symposium in Chicago last week. Macro Strategist Juhi Dhawan brought insightful perspectives to the #Macro panel and insurance team members Andrew Paone, CFA and Sarah Marschok Sidman attended as well. We always enjoy spending time with our contacts and delving into pivotal topics impacting the industry. Some of the biggest takeaways we heard are: 1. The income is back in #fixedincome. 2. Illiquidity seems to be the risk of choice for #insurers, particularly #privatecredit. 3. Opportunities in #commercial real estate beyond returning to the office. 4. Discussions around insurance #regulations never fail to engage and enlighten. Check out our latest Insurance Quick Takes on key insurance regulatory developments here: https://lnkd.in/g3cpp_jX #insuranceassetmanagement #privatecredit #fixedincome

🔍 Curious about the latest trends shaping the insurance landscape? Dive into our weekly dispatch of '3 Things We Learned,' where we unpack the top headlines of the week, providing insights and analysis on the industry's most pressing developments. 📈 This week, first-quarter earnings took center stage, revealing promising signs of profitability across the board and there were other stories that help follow investment dollars. 💡 Here's a quick look into the highlights: 1️⃣ Root Inc. celebrates its first operating income, Lemonade demonstrates exceptional growth driven by technology, and Hippo Insurance makes strides in reducing losses. 2️⃣ Gallagher Re's Q1 2024 Insurtech Investment report concludes Insurtech Investment is spreading wealth and we saw examples including: Arbol's fund raise, Third Point LLC launch of L&A reinsurance vehicle and Brookfield Asset Management closing the acquisition of American Equity 3️⃣ Tailwinds Prevail for Allstate, AIG and Berkshire Hathaway and others who showcase significant profit improvements, signaling positive momentum for traditional insurers. 🔗 Click the link below to read our full analysis and stay ahead of the curve in the ever-evolving insurance landscape! [Read More] https://hubs.li/Q02w83V50 #InsuranceIndustry #Insurtech #EarningsReports #ClimateRisk #Innovation #Investment #Analysis

At the end of June, our Wealth team’s investment committee introduced a new strategy, reinsurance securities, for clients whose portfolios include alternative investments to complement stocks and bonds. In this week’s investment commentary, Director of Alternative Investments Jonathan Henshue, CFA, CAIA introduces the strategy and shares why we believe now is an opportune time to add it. https://ow.ly/9iIr30sF6mZ #InvestmentCommentary #AlternativesInvesting #Alts