Real yields increased similarly across the curve. Market derived inflation expectations remained at similar levels over the quarter across maturities. Actual inflation prints reduced modestly over the quarter, the 12 month CPI increase was 7.9% for the month of June this compared with 10%+ prints in each month of Q1.
A survey of European life insurance companies that collectively oversee €2.73 trillion in assets, commissioned by AlphaReal, the specialist manager of secure income real assets, reveals 92% plan to increase their allocation to investments with a positive environmental and social impact, while the remaining 8% say they will do so in the near future.
AlphaReal, the specialist secure income manager, has deployed £350 million of long income real estate backed investments over nine months on behalf of Just Group with a significant social infrastructure focus.
A survey of European life insurance companies that collectively oversee €2.73 trillion in assets, commissioned by AlphaReal, the specialist manager of secure income real assets, reveals inflation is the biggest macro risk facing the sector.
AlphaReal has been awarded ‘European ESG Fund Manager of the Year’ at the Funds Europe Awards 2023.