Inflation isn’t just an economic risk. For insurers, it can become a balance-sheet challenge – affecting investment portfolios, claims costs, benefit obligations and long-term liability growth.
We help our clients meet their long-term income and capital appreciation objectives by leveraging our extensive experience in fixed income and alternative asset classes, including public and private fixed income, infrastructure equity and real estate equity and debt.
Assets managed by Crescent Capital Group
Assets managed by BGO
Assets managed by InfraRed Capital
Inflation isn’t just an economic risk. For insurers, it can become a balance-sheet challenge – affecting investment portfolios, claims costs, benefit obligations and long-term liability growth.
Explore how stronger balance sheets, rising book yields and shifting portfolio allocations are shaping investment decisions across the U.S. property and casualty (P&C) insurance industry, including trends in risk capacity, private markets, investment grade private fixed income, Schedule BA assets, infrastructure and CLOs.
Evolution in digital infrastructure requires a new investment approach
Market activity volumes in IG private credit bounced back in Q2 2026, recovering from concerns over global security, energy supply and other macro issues. Additionally, the expansion in scope, volume and diversity in the digital infrastructure universe could necessitate a rethinking of investment strategies in this space.
The assets under management (AUM) represent the combined AUM of Sun Life Capital Management (Canada) Inc., Sun Life Capital Management (U.S) LLC, Crescent Capital Group, BentallGreenOak, InfraRed Capital Partners, and Advisors Asset Management.