Goldman Survey Finds Private Markets in Demand for Insurers

The video discusses the current economic concerns, highlighting a shift from hedge funds to private equity due to economic slowdowns in the US, Europe, and China. It explores the lag of US insurers in ESG compared to their European and Asian counterparts. The 'Amazon effect' is examined, showing how technology disrupts markets, particularly in real estate. The video also covers the late-stage credit cycle, with insurers adjusting their investment strategies, moving from public to private markets and outsourcing investments.

What is the 'Amazon effect' in bond markets, and how does it impact insurers?

How are insurers adjusting their investment strategies in response to the current credit cycle?

What trends are observed in the outsourcing of investment management by insurers?