20 Jun 2025
US indexed annuities hit US$45bn in Q1 2025
Sales of registered indexed linked annuity (Rila) is up 20% while fixed index annuity (FIAs) slows down year-on-year.
16 Jun 2025
GS survey: 88% of US insurers offer structured investments
The vast majority of respondents expect AI to impact the way clients get educated on the value of annuities.
16 Jun 2025
Risk control: intraday strats save face during tariff-driven sell-off
The latest analysis on the performance of risk control indices by The Index Standard (TIS) reveals that older risk control indices showed larger drawdowns during the market turmoil recorded between Liberation Day and the Geneva announcement on the pause of tariffs with China.
13 Jun 2025
Spotlight on… cash-settled single stock notes in the US
This week we look at a type of 100% principal-protected notes (PPNs) featuring an averaged US$150m trade size tracking single stocks in the US.
12 Jun 2025
Update: Morningstar expands vol control index range in US annuities
American National has added the multi-asset index to its new fixed index annuity (FIA) suite, tapping Barclays for the hedging.
11 Jun 2025
US Market Review, March 2025: before the storm
Exchange-traded funds (ETFs) have gained ground as underlying assets, accounting for two out of the five best-sellers during the period analysed.
04 Jun 2025
Annuities roundup: Florida broker found in breach of Reg BI
Also, US indexed annuity sales and Canadian life insurance premiums are out for Q1 2025; new indices and features are added for fixed index annuity and lifer.
29 May 2025
RBC hires JPM’s QIS structuring head in US
The Canadian bank is seeking to bolster its multi-asset solutions with this new-created role where quantitative investment strategy (QIS) is “a strategic priority”.
20 May 2025
Jackson’s new Rila offers full protection
The tax-deferred annuity contract features a 100% buffer protection option and a new index account.
09 May 2025
Spotlight on… Nomura’s US issuances
We look at some of the registered structured notes issued by the Japanese bank in the US since its return to equity underlying assets a year ago.
02 May 2025
Morgan Stanley leverages integrated portfolio solutions for independent advisors
The banking giant is fostering cross-divisional collaboration to bring institutional solutions for “underserved” independent advisors in the US.
01 May 2025
Marex sets up US registration shelf for senior debt
The British non-banking issuer has filed a F-3 registration statement to offer senior debt in the US market.