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Data centres: The darlings of discussions but not yet of allocation
02 April 2026Insurers' enthusiasm for the sector is tempered by doubts over concentration risk, obsolescence, exits and even whether the assets belong in real estate at all
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Rethinking real estate
26 March 2026For years, real estate sat comfortably inside insurers' portfolios: a long-duration asset class offering income, diversification and, in a world of ultra-low interest rates, a relatively easy route to attractive returns.