Increasingly attractive yields have lured insurance investors back into fixed
income in spite of the severe repricing the market endured in 2022, with most respondents agreeing that
increasing yields given opportunities in the current environment will have a large impact on their asset
allocation decisions over the coming years.
Insurers view inflation as structurally embedded in the investment landscape. With
hopes of transitory inflation waning, insurers believe inflation will persist over the medium (two to
five years) or long term (over five years).
Environmental, Social, and Governance (ESG) factors and impact investing continue
to be at the forefront of portfolio considerations, with nearly all respondents considering these
factors throughout their investment decisions.
Despite growing worries about a US recession and rising geopolitical tensions,
investor risk appetite remains healthy in 2023, with continued interest in the private asset landscape.
Regime Shift:
Inflation is Here to Stay
Risk On:
Staying the Course
Fixed Income Renaissance: Duration Makes a Comeback
Thinking Forward:
The Pursuit of ESG and Impact Investing
Thinking Forward:
The Pursuit of ESG and Impact Investing
Fixed Income Renaissance: Duration Makes a Comeback
+
+
+
+
Fixed Income Renaissance: Duration Makes a Comeback
+
+
Thinking Forward:
The Pursuit of ESG and Impact Investing
Regime Shift:
Inflation is Here to Stay
+
+
Risk On:
Staying the Course