AllianceBernstein

NEW
05/26/26

FINDING SIGNAL IN PRIVATE MARKETS NOISE

Bob Sharma, CFA discusses how insurance investors can separate signal from noise across private markets, portfolio strategy, and an increasingly complex macro environment.

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SFVegas 2026: What Happened Doesn’t Have to Stay in Vegas

Investor sentiment has improved, with reduced recession fears and continued strength in consumer spending supporting structured finance markets. Insurers are increasing allocations to securitized assets and private credit, while remaining cautious by favoring higher-quality investments amid risks like AI disruption and interest-rate uncertainty.

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Insurance Outlook 2026: Innovation at the Helm

In 2026, insurance investors will need creative capital, liquidity, and asset-allocation solutions to navigate tight spreads, rising regulatory complexity, AI-driven market concentration, and evolving macro and credit risks.

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*As of 12/31/2025

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