Insurers Are Ready for Risk, Goldman's Mike Siegel Says

The video discusses the current investment climate, highlighting a shift towards risk-taking across various industries and regions. Inflation is a major concern, driving demand for equity-oriented securities. Crypto is viewed as a market signal rather than an investment. The insurance industry is conservative but sees a positive economic outlook post-pandemic. US government debt is less attractive due to low yields, with a preference for corporate credit. ESG factors are increasingly important in investment decisions.

What challenges do insurers face regarding government and agency debt?

What are the implications of the current credit cycle for investment strategies?

How has the focus on ESG factors changed in the insurance industry?