Key Takeaways
- • The share of insurers planning to increase private markets allocations fell from 94% to 76% in a year, an 18-percentage-point decline, according to new BlackRock research.
- • Most insurers still expect to increase private markets exposure, indicating the asset class retains strong institutional demand despite a more cautious tilt.
- • The survey findings point to a moderation in insurer appetite for private assets rather than a reversal, a shift relevant to managers raising capital from the insurance channel.
Summary
The proportion of insurers planning to increase private markets allocations has declined by 18 percentage points over the past year, falling from 94% to 76%, according to new research from BlackRock, as reported by Alternative Assets (AltAssets). Despite the drop, a majority of insurers still expect to expand their private markets investments, suggesting that the asset class continues to attract strong institutional interest from the insurance sector.
The findings indicate a notable cooling in insurer sentiment toward private markets allocation increases over a twelve-month period. For managers marketing private credit, infrastructure, and other private assets to insurance balance sheets, the decline signals a more selective allocation environment even as headline intent remains positive.
The primary source available for this story is a publicly accessible summary; the full article is restricted to premium subscribers, so additional details on survey methodology, sample size, and sub-segment breakdowns could not be verified from the available text.
The findings indicate a notable cooling in insurer sentiment toward private markets allocation increases over a twelve-month period. For managers marketing private credit, infrastructure, and other private assets to insurance balance sheets, the decline signals a more selective allocation environment even as headline intent remains positive.
The primary source available for this story is a publicly accessible summary; the full article is restricted to premium subscribers, so additional details on survey methodology, sample size, and sub-segment breakdowns could not be verified from the available text.
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