Screen Reader Mode Icon Check SCREEN READER MODE to make this survey compatible with screen readers. Insurance Asset Risk 2022 survey The year of the jab.2021 saw a gradual normalisation of life, although financial markets seemed to have put the pandemic behind them pretty quickly.As 2021 draws to a close and we look ahead to 2022, Insurance Asset Risk would like to hear your thoughts, hopes and fears for the next twelve months.Answers are anonymousDeadline: 8 December 2021 OK Question Title * 1. Do you expect markets still to be buffeted by COVID-19 ‘aftershocks’ in 2022? Yes No OK Question Title * 2. What are your expectations for credit markets defaults/downgrades in 2022 Significant impact on our portfolio Marginal impact on our portfolio No impact on our portfolio OK Question Title * 3. Which is the biggest concern for your asset portfolio in 2022: Low interest rates Pandemic’s ongoing economic effect Turning credit cycle/Increased corporate defaults Inflation ESG related regulation Stranded assets Asset liquidity Trade wars US/global politics No concerns Other (please specify) OK Question Title * 4. In which ‘inflation camp’ are you in? Transitory Long-term Undecided (please specify) OK Question Title * 5. What is your global inflation forecast for 2022? Lower inflation Same Higher inflation Significantly higher inflation OK Question Title * 6. Do you expect interest rates to go up next year in your geography? Yes No OK Question Title * 7. Do you believe more fiscal stimulus will be needed in 2022? Yes No OK Question Title * 8. In 2022 markets will end up …. Worse than now Same Better OK Question Title * 9. Which geographic areas do you think equities will outperform in 2022? North America Europe Asia Pacific Emerging Markets OK Question Title * 10. What is your sustainable investment priority for 2022? Design a responsible investment policy Divest from polluting assets and companies Set engagement KPIs Work on disclosures Other (please specify) OK Question Title * 11. Did you enter any asset class for the first time in 2021? Yes No If yes, which one? OK Question Title * 12. Did you completely exit any asset class in 2021? Yes No If yes, which one? OK Question Title * 13. Are you considering new asset classes next year? Yes No If yes, which one? OK Question Title * 14. Which asset are you most interested allocating to in 2022? Very interested Moderately interested No opinion Not interested at all Private debt Private debt Very interested Private debt Moderately interested Private debt No opinion Private debt Not interested at all Equity—public Equity—public Very interested Equity—public Moderately interested Equity—public No opinion Equity—public Not interested at all Equity—private Equity—private Very interested Equity—private Moderately interested Equity—private No opinion Equity—private Not interested at all IG Credit IG Credit Very interested IG Credit Moderately interested IG Credit No opinion IG Credit Not interested at all Emerging markets Infrastructure debt Emerging markets Infrastructure debt Very interested Emerging markets Infrastructure debt Moderately interested Emerging markets Infrastructure debt No opinion Emerging markets Infrastructure debt Not interested at all Infrastructure equity Infrastructure equity Very interested Infrastructure equity Moderately interested Infrastructure equity No opinion Infrastructure equity Not interested at all Structured credit—CLOs Structured credit—CLOs Very interested Structured credit—CLOs Moderately interested Structured credit—CLOs No opinion Structured credit—CLOs Not interested at all Mortgages Mortgages Very interested Mortgages Moderately interested Mortgages No opinion Mortgages Not interested at all High yield High yield Very interested High yield Moderately interested High yield No opinion High yield Not interested at all Municipal bonds Municipal bonds Very interested Municipal bonds Moderately interested Municipal bonds No opinion Municipal bonds Not interested at all Cash Cash Very interested Cash Moderately interested Cash No opinion Cash Not interested at all Other (please specify) OK Question Title * 15. Which assets do you see as offering the best risk/return trade-off for you in 2021? Too much risk for too little return Worth the risk for the return Good return and low risk No risk but no return Private debt Private debt Too much risk for too little return Private debt Worth the risk for the return Private debt Good return and low risk Private debt No risk but no return Equity—public Equity—public Too much risk for too little return Equity—public Worth the risk for the return Equity—public Good return and low risk Equity—public No risk but no return Equity—private Equity—private Too much risk for too little return Equity—private Worth the risk for the return Equity—private Good return and low risk Equity—private No risk but no return IG Credit IG Credit Too much risk for too little return IG Credit Worth the risk for the return IG Credit Good return and low risk IG Credit No risk but no return Emerging markets Infrastructure debt Emerging markets Infrastructure debt Too much risk for too little return Emerging markets Infrastructure debt Worth the risk for the return Emerging markets Infrastructure debt Good return and low risk Emerging markets Infrastructure debt No risk but no return Infrastructure equity Infrastructure equity Too much risk for too little return Infrastructure equity Worth the risk for the return Infrastructure equity Good return and low risk Infrastructure equity No risk but no return Structured credit—CLOs Structured credit—CLOs Too much risk for too little return Structured credit—CLOs Worth the risk for the return Structured credit—CLOs Good return and low risk Structured credit—CLOs No risk but no return Mortgages Mortgages Too much risk for too little return Mortgages Worth the risk for the return Mortgages Good return and low risk Mortgages No risk but no return High yield High yield Too much risk for too little return High yield Worth the risk for the return High yield Good return and low risk High yield No risk but no return Municipal bonds Municipal bonds Too much risk for too little return Municipal bonds Worth the risk for the return Municipal bonds Good return and low risk Municipal bonds No risk but no return Cash Cash Too much risk for too little return Cash Worth the risk for the return Cash Good return and low risk Cash No risk but no return Other (please specify) OK Question Title * 16. Do you expect your firm will be taking more investment risk next year? Yes Same as in 2020 Less risk OK Question Title * 17. How comfortable are you with increasing your illiquid asset exposure? Comfortable Uncomfortable Neither I am not increasing illiquid exposure OK Question Title * 18. Will you change your asset manager/s next year Yes no OK Question Title * 19. Will you expand your asset manager/s next year Yes No OK Question Title * 20. Please could you tell us where you are located North America Europe Asia Pacific Africa & Middle East Latin America OK Question Title * 21. You work at Life insurer Non life insurer Reinsurer Affiliated asset manager Third-party asset manager Regulator Consultancy OK Question Title * 22. Can we contact you to discuss your answers? Yes No OK Question Title * 23. Your email OK DONE