Real assets have been a growing part of insurer balance sheets for a few years now. With the spectre of inflation looming and tighter returns on other assets, could real estate, infrastructure and others become even more attractive for US insurers? Is inflation necessarily a bad thing?
T.C. Wilson
Chief Investment Officer
The Doctors Company
Robert O’Rourke
Senior Managing Director, Head of the Real Estate Department, Guardian Life
President of Park Avenue Institutional Advisers