Wednesday, February 18th, 2026 ⁠A topical newsletter from CIO Investing Insurance Assets A newsletter for institutional investors, spotlighting the challenges and opportunities in investing insurance assets. SPONSORED AD Research Latin America Reforms, Potential Fed Moves Bode Well for Insurers A report from T. Rowe Price suggested that the political climate in the U.S. and Latin America, as well as Fed expectations, provide insurers with income opportunities. Pensions WTW Sees Nearly $100B UK Pension Risk Transfer Market in 2026 Favorable pricing and strong competition could drive industry growth this year. Asset Allocation Insurance-Linked Securities Saw Record Issuance in 2025 ILS issuance totaled $24.7 billion last year, according to a report from Swiss Re. Corporate Moves Meiji Yasuda Expands US PRT Business With Banner Life Acquisition The previous insurance arm of Legal & General Group PLC was purchased by the Japanese insurer for $2.3 billion. Market Moves Expect Equity Markets to Broaden in 2026, Led by Small Caps, International Both fiscal and monetary stimulus should boost earnings in the U.S. and abroad, with dollar weakness continuing to underpin international stocks. Asset Allocation Volatility, ‘Sell-America’ Movement Will Complicate Bond Investing in 2026 Tariffs, uncertainty about the future of Federal Reserve independence, and rising U.S. deficits could drive yields higher.   Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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