INSURANCE ASSET MANAGEMENT
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Rising interest rates and the weakened economy have made public fixed income attractive to property and casualty insurers, who are shifting away from alternative assets to play in their comfort zones. -
In Partnership With NuveenInsurance asset owners are hopeful that challenges like rising inflation and political instability will not lead to a deep recession in 2023.
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With all asset classes producing negative returns, insurance asset managers are searching for creative ways to manage their investments, said Rip Reeves, chief investment officer and treasurer for AEGIS Insurance Services.
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Inflation risk is potentially quickening the Fed's rate hiking schedule becoming a key driver of downside economic risk, said Jake Meyer, senior economist with Swiss Re Institute.
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Low interest rates and market volatility have pushed insurance asset managers into less familiar territory during the pandemic. Though appetite for alternative asset classes and responsible investing seems here to stay.
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As the pandemic continues to hamper shipping and disrupt labor, demand-driven inflation is likely to continue, said Michel Leonard, vice president, senior economist and data scientist, Insurance Information Institute.
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Their size and diversified nature can foster long‑term change.
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Flexible duration positioning and sector allocation are key.
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More insurers are investing in private assets, partly because bonds offer such meagre returns. But they need to consider the risks involved, as well as the opportunities.
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New investors are now looking at high frequency, low severity life and P&C insurance assets to earn additional spread on their existing assets.
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We believe that blockchain and the technology behind the new cryptocurrencies have significant economic potential. At the same time, we’re carefully monitoring the potential of individual cryptocurrencies.
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The SSAG model provides a sector allocation framework.
