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
Looking at the insurance perspective on real assets and inflation
What kinds of real assets should insurers be putting money into right now?
Where are the major opportunities in real estate?
Examining the capital charge issues on real assets