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?
• 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