Why Mortgage Loans Fit Insurance Balance Sheets

Published on January 22, 2026

Residential mortgage loans offer insurers a combination of yield, diversification, capital efficiency and liquidity that we think is difficult to replicate elsewhere in private credit. In a market shaped by structural housing undersupply, strong borrower credit and expanding non-agency issuance, we believe residential mortgages present a timely and scalable opportunity.

Continue reading on website
Other news

Assessing the Early-Year Rotation

January 22, 2026
As the new year begins, one market theme is already attracting plenty of attention, and that is the dispersion and broadening out in the stock market that has occurred during the first two weeks of trading.

Market-Broadening Rally Materializing at Last

January 22, 2026
Despite the broadening-out call in early 2024, narrow market breadth persisted through 2025. In 2025, around one-third of S&P 500 constituents beat the overall Index, but more than 60% are outperforming year to date in 2026.