Goldman Sachs Asset Management Survey Report: Majority of Insurance Institutions Plan to Increase Allocation to Private Assets

MetaMuskRat · 2026-03-25T12:11:21+00:00

Goldman Sachs Asset Management's survey report shows that insurance institutions view geopolitical tensions and economic slowdown as primary investment risks, yet still expect the S&P 500 to rise in 2026, with 88% of institutions planning to increase allocations to private assets. Asset-backed financing is attracting significant interest, with 38% of institutions planning to increase related investments.

MetaMuskRat

2026-03-25 12:11:21

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People’s Financial News, March 25 — On March 25, Goldman Sachs Asset Management released the 15th Annual Global Insurance Survey Report, “Adaptation in Action.” The survey shows that most insurance companies view geopolitical tensions and economic slowdown or a U.S. recession as their primary macroeconomic risks to their investment portfolios. Despite these concerns, 88% of insurers expect the S&P 500 index to rise by 2026, and 62% plan to increase allocations to private assets this year, a trend consistent with the past few years. The survey also indicates that insurance companies are seeking sustainable returns, income, and diversified channels. Specifically, asset-backed financing is highly attractive to insurers, with 38% planning to increase their general account allocations to this asset class over the next 12 months. Additionally, 35% of insurers expect to increase allocations to investment-grade private placements; 33% plan to boost allocations to senior direct loans; 25% intend to increase private equity investments; and 25% expect to increase infrastructure equity allocations.

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