Inflation’s return: why infrastructure now matters more for insurers

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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