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Cutting-edge investment insights.

Stay up to date on market trends, operational strategies, and the technology that’s shaping the future of investment management.

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After a tumultuous 2025, a data-driven look ahead at 2026

2025 was another year where doomsayers got it very wrong. After the new White House introduced sweeping tariffs in the spring, many pundits and economists predicted a hard landing for the economy: a melt-up in prices, due to tariffs, and a meltdown in the business environment, as companies grappled with increased costs.

2 min read
Blog
Dec 18 2025
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For APAC insurers, automation is necessary for investment success

The APAC insurers we spoke to say they are burdened by manual processes and legacy technology, which are hampering effective moves up the risk curve. The vast majority (85%) of respondents of our APAC Insurance Survey expect the risk profile of their investment portfolios to rise over the next two years.

3 min read
Blog

All resources

Dynamism is the path to better performance

Our midyear macro update for corporates is based on a comprehensive review of the recent history of corporate investment performance, using Clearwater’s proprietary data.

1 min read
Blog
Duration bets have paid off, but cash hasn’t lost all its luster (yet)

As we learned in an earlier blog about passing peak cash, leading corporate investment managers moved quickly as rates rose, shifting portfolio allocations from cash to corporate bonds. This multiyear pivot coincided with a change in duration strategy that is…

3 min read
Blog
We’re past peak cash, but corporates will keep earning for a while

Despite elevated market volatility and softening macroeconomic data, corporate investment performance has been robust for several years, with a typical gain of 7% (cumulative) since December 2023. For firms who saw no gains as recently as four to five years…

4 min read
Blog
Gaining momentum: Insurers accelerate into private markets

Clearwater’s 2025 Insurance Investment Outsourcing Report (IIOR), developed in partnership with DCS Financial, reveals a clear trend: while public fixed income remains the foundation of insurer portfolios, allocations to private equity and other alternatives are accelerating. As insurers seek greater…

2 min read
Blog

Engineering Journal

Peek behind the code at CWAN Engineering. Discover how our team tackles challenges like AI orchestration, auto‑scaling, and zero‑trust.