How insurers are navigating volatile markets

单集文稿 ...

• 00:00

  As one of the largest investors in the world,

• 00:03

  insurers can have an outsized impact on markets and investment flows.

• 00:07

  So how are they approaching today's volatile markets?

• 00:10

  I'm Allison Nathan, and this is Goldman Sachs Exchanges.

• 00:13

  For today's episode, I'm sitting down with Goldman Sachs' Mike Siegel,

• 00:16

  Global Head of the Insurance Asset Management and Liquidity Solutions business,

• 00:20

  and Matt Armis, Global Head of Insurance Asset Management,

• 00:24

  to discuss how insurers are managing their portfolios and why it matters for markets and economies.

• 00:30

  Mike, Matt, welcome back to the program.

• 00:31

  Thank you.

• 00:32

  Thank you for having us.

• 00:33

  This has been an annual event the last few years, so looking forward to the conversation.

• 00:38

  So, Mike, this is clearly a very tricky market environment for all kinds of investors,

• 00:44

  but does this environment pose any particular challenges for insurers?

• 00:50

  Allison, this is a tricky environment.

• 00:52

  We've seen tricky environments before.

• 00:54

  It does pose challenges for the insurers, but it also poses quite significant opportunities.

• 01:00

  When you look at the typical insurance company balance sheet,

• 01:03

  they are underweight relative to others' equities.

• 01:07

  So the equity market volatility is concerning, but not... damaging to their capitalization.

• 全部文稿