Goldman Sachs – Global Insurance Survey, 2026

This report surveys global insurance industry investment professionals to provide insights on the macroeconomic environment, asset allocation, expected returns, portfolio construction, and industry capitalization.

It highlights a strong focus on AI and private markets as insurers seek durable sources of income, return, and diversification. The report also discusses how insurers demonstrate innovation and conviction navigating a complex macroeconomic environment shaped by geopolitical tensions, elevated interest rates, and evolving policy and regulatory frameworks. Insurers remain disciplined in portfolio management amid concerns of sudden disruptions and dislocations, with private market allocations continuing to endure and industry movements accelerating innovation and evolving regulation.