Rumor is that taxes might fall and interest rates might rise further, leading one to ask, “Now, what do I do?” We advise: that depends on you, how your current portfolio is constructed and your definition of success. In this Perspectives, we assess the potential impact of a decline in corporate tax rates and rising interest rates on asset allocation and earned investment income, relying on industry aggregates as a representative company proxy.
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The NEAM Vantage Point series of publications delivers actionable insights to insurance executives by covering a wide range of investment and capital markets topics relevant to the insurance industry.