Assessing the Early-Year Rotation

Published on 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.

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The New North Atlantic Calculus

January 22, 2026
Greenland has reemerged as a center of geopolitical attention. Its location midway between Washington and Moscow, combined with its position along maritime routes linking the Arctic and Atlantic Oceans, has long made it a focal point for trade.

Why Mortgage Loans Fit Insurance Balance Sheets

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.