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Insurers plan further shift away from bonds, says study

Private markets and infrastructure gain allure for conservative investors after jump in inflation

The majority of insurers intends to back away from the low-yielding bond market and head into less liquid assets, as a burst of inflation since the outbreak of Covid-19 builds on longer-term pressures, according to a survey.

The study by investment consultancy bfinance found that 61 per cent of insurers intended to cut fixed-income allocations over the next year-and-a-half, while the same proportion planned to boost exposure to “unfamiliar” assets including emerging-market debt, private debt, private equity and infrastructure. The survey covers 90 insurers with more than $5tn in combined assets under management.

The shift away from low-yielding public debt and into more specialised and generally more opaque markets highlights the inflationary pressure long-term investors are facing while consumer prices are rising at their fastest pace in the US in almost 40 years.

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