Insights on Shifting Investment Portfolios in the Insurance Sector

Host Zach Griffiths and special guest, Josh Esterov, dive into the changing dynamics of fixed income markets, with a special emphasis on the growing presence of private credit in life insurers' investment strategies. They explore the risks and opportunities associated with this trend, particularly in the context of a potential economic downturn, while also discussing the increasing influence of private equity firms in the life insurance sector.