The presentation provides a comprehensive investment market update tailored for insurance companies and industry leaders, highlighting the current economic landscape and its implications. Jay Conner will delve into recent market activity and macroeconomic trends, such as interest rate fluctuations and inflationary pressures, and analyze their impact on fixed income and equity portfolios. The session also explores regulatory changes and emerging risks, offering strategic insights into diversifying investments to enhance yield while mitigating potential downsides. By leveraging data-driven forecasts and expert opinions, the presentation equips insurance firms with actionable strategies to optimize their investment portfolios in a dynamic market environment.

Learning Objectives:

• Discuss macroeconomic landscape affecting the insurance industry and its leaders
• Unpack recent trends and concerns for the market, such as interest rates, inflation, employment, and valuations
• Use data and forecasting to illustrate where the market is likely heading and what leaders should be wary