Ortec Finance: Insurers expect improved investment opportunities

Ortec Finance: Insurers expect improved investment opportunities

11 september 2025

Verzekeraars

Insurers are expecting more attractive investment opportunities across the board this year compared to last year but are concerned that risk levels will increase, a new global study shows.

The study from Ortec Finance shows investors are optimistic about fixed income, equities, and private markets. Around 83% of insurers and their investment managers say the attractiveness of investment opportunities in fixed income will increase this year compared with last year, including 46% expecting a substantial improvement.  In private markets, 80% believe investment opportunities will be more attractive this year compared with last year, including 17% who anticipate a dramatic improvement. In equity markets, 74% expect an improvement although only 3% think it will be substantial.

This outlook is reflected in expectations for equity risk in the insurance portfolios they manage, with 75% expecting an increase over the next 12 months. That includes 16% expecting a dramatic rise while 23% foresee no change and just 2% expect a decrease. When it comes to credit risk, nearly half (45%) expect a dramatic increase in their portfolios, with another 45% anticipating a slight rise over the 12 months. None of the respondents expect credit risk to decline, with 10% believing it will remain unchanged.

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