Insights

The growing links between insurance and Private Credit create potential structural conflicts and hidden risk concentrations, while limited disclosure makes those exposures difficult to assess, reinforcing the case for stronger transparency requirements. In this research paper, Albourne outlines some of the key observations around the interconnectedness between Insurance and Private Credit.

Despite its protracted downturn, the almond industry has seen growing optimism supported by price increases and supply constraints; however, timing remains key, as carrying an overpriced asset over the long hold periods associated with real assets can be costly. In this paper, Albourne’s Real Assets team outline their observations from a trip to the almond growing regions in California, and on almond industry overall.