Oct 23, 2026
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9 min read
Insurance has been organized into pods for decades - they don't behaves like Millennium for a reason.
Oct 9, 2026
7 min read
Private credit’s 'performing' loan problem has an insurance equivalent. It’s called the third quartile.
Sep 29, 2026
8 min read
Why an index of insurance risk is never passive.
Aug 12, 2026
6 min read
Why capital keeps leaving the market at the wrong time.
Jul 24, 2026
Why dollar alignment matters more in the insurance capital markets.
Jul 11, 2026
5 min read
Nothing entrenches a cost base like results good enough to afford it.
Jun 25, 2026
4 min read
What the standard investor toolkit misses, and what allocators should focus on instead.
May 29, 2026
Insurance-linked, uncorrelated, double-digit, diversifying — and still not the same trade.
May 15, 2026
The textbook says returns are rate neutral over the cycle. Here's what happens in between.
May 1, 2026
My perspective on what's happening in the PE-owned life and annuity space
Apr 14, 2026
3 min read
Private credit is now the engine of U.S. life insurance, and regulators are starting to scrutinize the buildup.
Apr 3, 2026
A lot is happening in insurance right now. I'm going to start explaining it.
