Goldman Sachs Exchanges
Global insurers turn to private credit — and AI
Apr 9, 2024
Goldman Sachs representatives Mike Siegel and Matt Armas discuss how global insurers are turning to private credit and AI for investment opportunities. They explore the shift towards private credit, the use of AI in insurance for efficiency, and the rising focus on ESG and impact investing in response to climate change effects.
19:53
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Insurers are embracing riskier investments due to a positive macroeconomic outlook, shifting from a cautious approach last year.
- Decreasing interest rates pose a threat to insurers' income potential, contrasting with general investor optimism towards lower rates.
Deep dives
Insurers Optimistic About Fixed Income Returns
Insurance companies, as significant investors, are optimistic about fixed income returns due to the potential appreciation from falling yields and rising bond prices. Despite concerns about economic slowdown and market volatility, insurers are showing an improved attitude towards risk-taking, moving away from the cautious approach adopted last year. The shift in the investment landscape is influenced by a more constructive macroeconomic backdrop compared to previous years.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
