Insurers Court Bank Balance Sheets As Regulators Push Back on Private Credit
A coordinated insurer push on a US regulatory capital proposal would hand banks wider leverage in the lending-share battle with private credit and a new reason to buy protection from insurers and reinsurers.
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Private Credit Liquidity Never Was the Problem for Insurance. But the Maturity Wall Is
A redemption panic that hit the private-credit market over the past several months is not the insurer/investor problem, according to industry professionals. However, a looming maturity wall is the one private-credit risk a buy-and-hold annuity book can't structure away.
KKR ❤️ Private Credit, Insurance Illiquidity Is Forever
KKR's Co-CEO defends the private credit illiquidity premium, Moody's maps a $375B- $1 trillion uninsured flood exposure gap that private carriers haven't closed.
