We briefly discuss the events of 2023 and share a video a recap from our Annual Forum, where several senior members of our Investment Team discussed where they are seeking opportunities throughout the remainder of the year.

We build on our perspectives from last year and address what we believe are three key themes for insurance investors entering 2024: maintain investment discipline, expand the investment universe, and extract incremental value from capital and partners.

We explore our expectations for 2023 including the potential opportunities that are emerging from the tumultuous past year in the market.

The beginning of 2022 has weighed heavily on investments reliant on beta. Therefore, we believe investors should shift their focus to alpha generation by investing in alternatives. Here, we highlight 5 key areas of opportunity in alternatives for 2022.

We believe the current market environment supports the case for active management generally and prudent, less market-sensitive investment strategies implemented by hedged strategies. Here, we provide a brief overview of the year so far and explore where potential opportunities exist.