Investments

Watch

Insurers search for yield in a low rate environment. In a rapidly evolving world, insurers prepare for future uncertainty related to interest rates and the credit cycle. Private credit, commercial real estate, and alternatives bring opportunity, but also risk

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    Robert Merck Senior Managing Director, Global Head of Real Estate and Agricultural Finance, MetLife Investment Management
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    Anne Walsh, JD, CFA Chief Investment Officer, Guggenheim Partners
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    Victor Calanog Head of CRE Economics, Moody's Analytics
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    Manoj Jethani Vice President - Senior Credit Officer, US Insurance, Moody's Ratings
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    Scott Robinson, CFA Associate Managing Director, Financial Institutions, Moody's Ratings
10:00

Welcome remarks

10:05

Moody’s Views: The Post Pandemic Economy: Will these twenties roar or whimper?

  • The recovery has begun, how long will it sustain?  
  • Inflation: Are markets worrying too much or not enough?  
  • The macro implications of the future of work 
10:20

CIO Spotlight: Guggenheim

  • Where are insurers investing new money? 
  • How do insurers balance liquidity with the need for higher yielding investments? 
  • Where do insurers see the greatest investment opportunities? 
  • What are the biggest investment risks for insurers in the current environment?  
10:50

Panel Discussion: Real estate investing in a post-COVID era

  • What is the current state of the commercial real estate market? 
  • How has COVID changed commercial real estate? 
  • What are the biggest uncertainties related to the future of real estate? 
  • How can insurers balance opportunity with risk in real estate investing? 
11:35

End

Watch

Join to listen to our macro credit view impact and recovery outlook for a post-COVID Europe, as well as a comparison overview on the default cycles. 

Then Olivier Guigné, Director of Investments at CNP will join us to look at what we have learnt from the pandemic, how social and technological transformation and regulatory compliance constraints are impacting investment decisions

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    Olivier Guigné Director of Investments, CNP Assurances
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    Colin Ellis Managing Director, Head of Centre for Credit Research, Moody's Ratings
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    Phil Mowbray Senior Director, Moody's Analytics
09:35

Moody’s View: A macro outlook on credit amidst COVID

  • COVID impact and recovery outlook 
  • Sovereign support and its implications
  • Comparing default cycles: Was this time different?
09:55

Insurance Investment Outlook: The Search for Higher & Greener Yield

  • How or why social and technological transformation impacts investment decisions
  • Approaches to investing in infrastructure
  • The popularity and evolution of ESG assets
10:20

Q&A

10:30

End

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