Inflation’s Return: Why Infrastructure Now Matters More for Insurers

Our infrastructure equity strategies are offered by InfraRed Capital Partners (InfraRed), a leading global infrastructure asset manager serving clients for more than 25 years. InfraRed invests in infrastructure that is essential to the functioning of societies, from wind farms and data centers to social housing and ferries.

Inflation isn’t just an economic risk. For insurers, it can become a balance-sheet challenge – affecting investment portfolios, claims costs, benefit obligations and long-term liability growth.

Geopolitics and energy market volatility have brought inflation back to the forefront of investors’ considerations. In this environment, we believe infrastructure is increasingly viewed as a strategic allocation for insurers seeking inflation protection, stable income generation and alignment with long-term liabilities.

What the analysis explores:

• Why inflation can become a balance-sheet challenge for insurers
• How inflation can affect both sides of the balance sheet
• Why insurers are looking beyond traditional inflation hedges
• The role infrastructure can play in building portfolio resilience
   

Explore the full analysis to learn how infrastructure may support inflation resilience.

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