Market Investment Briefing

A monthly, members-only resource

The NAMIC Market Investment Briefing is a new monthly publication designed to help Boards and management at smaller mutual insurers stay informed on the investment issues that shape governance and strategic oversight without requiring a dedicated in-house investment team.

Each edition summarizes themes from publicly available institutional market research, translating dense outlooks from firms like BlackRock, Morgan Stanley, and Goldman Sachs into concise, plain-language context. The goal isn’t to predict markets or recommend strategy; it’s to give your Management and Board a common foundation of knowledge, so your conversations with your own investment advisor can go deeper, faster.

Each monthly briefing includes:

U.S. Treasuries
Corporate Bonds
Municipal Bonds
Public Equities & Capital Markets
Private Credit & Infrastructure
Commercial Real Estate

Every section pairs a summary of current institutional commentary with Discussion Starters: illustrative questions Boards can bring to their next conversation with their investment advisor.

This publication is educational in nature and does not constitute investment advice. It does not express NAMIC’s views on market direction or recommend any investment strategy. Investment decisions remain the responsibility of each insurer, acting through its Board, management, and professional advisors.