Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Insurers Are Betting on Infrastructure Bonds
Episode 125 of The European Economy Podcast: Lucas and Luna explore a quiet shift in Eurozone insurance company asset allocation. With bond yields still compressed and the ECB signaling a slower normalization path, insurers are pouring capital into infrastructure debt — long-dated, illiquid, but offering a yield pickup of 150-200 basis points over sovereigns. We look at the numbers: Eurozone insurers now hold over €220 billion in infrastructure bonds, up 28% year-over-year. We discuss why this matters for the real economy, especially in renewable energy and digital infrastructure, and what it…
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