How has the crisis affected insurance investors?
Gavin Ralston Head of Strategic Client Group, Official Institutions - Schroders
21 December 2020
Schroders' Gavin Ralston looks at how insurance investors have handled the Covid-19 crisis, their return expectations, and how they view sustainability
Most insurers saw the Covid-related market turmoil earlier this year as an opportunity to add risk to their portfolios. A full 82 per cent of insurance respondents questioned in April viewed the Covid-19 plunge in many assets as a good buying opportunity.
To me, this is a logical response for a long-term investor.
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While there are no guarantees, using a crisis as a chance to pick up cheap assets in the hope that they recover over the long term can be an astute thing to do.