A New Alt-Asset Manager Enters the ‘Bermuda Triangle’

Since mid-2021, Sixth Street Partners has done reinsurance and investment deals with Lincoln Financial, Allianz Life and Principal Financial. The asset manager and its affiliates now manage $111 billion in insurance assets and surplus.
Anecdotal Evidence

Energize a SPIA with Equities: Cannex

A new Cannex white paper shows how a single-premium immediate annuity (SPIA) combined with a strong equity allocation can make savings last longer in retirement and still provide a substantial legacy.
Anecdotal Evidence

Confessions of an MMT Groupie

Systems of paper money or “fiat money” have always been, and remain, as problematic as they are powerful. I can’t speak for MMT economists, but I don’t think that any of them would say otherwise.

Wink opens annuity data library to its subscribers

The library's wide range of content will include product and rider specifications, crediting rates, and side-by-side comparisons for annuities in Wink’s AnnuitySpecs database, said Wink CEO Sheryl Moore.

More Sources of ‘Bermuda Triangle’ Information

This week, McKinsey & Co. and Cerulli Associates weighed in on different aspects of the 'Bermuda Triangle' phenomenon. We provide links to and excerpts from their white papers, and from an article published last December in National Law Review.


January 20, 2022

A 5-Year Cushion against Market Risk

'Prudent Asset Allocation' gives you the confidence of knowing that over the next five years, you don’t have to worry about market conditions,” says Louis S. Harvey of Dalbar, the financial services research firm....
January 14, 2022

‘Smart,’ from UK, Enters the US PEP Market

'Smart' is the recently-launched American branch of a British fintech with expertise in a kind of retirement savings plan that's called a 'master trust' in the UK and a 'pooled employer plan' or PEP...