Despite surging interest rates and slumping financial markets, real estate displayed positive momentum in the first quarter of 2022. Fundamentals were robust: Vacancies dropped to an all-time low (since 1988), fueling double-digit Net Operating Income (NOI) growth.
Matt Reilly from Conning’s Institutional Solutions team offers insights on equity allocations for insurers and explains that equity remains an important portfolio asset, despite the recent decline in equity values and higher volatility.
In the second quarter, credit spreads in the front end of the maturity spectrum continued to move wider and interest rates moved higher as the market responded to liftoff and the promise of more rate hikes to come.
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