Bloomberg
Japan’s Top Insurers Revive Lending as Rates Boost Returns
Friday, October 30, 2026
Japan's largest life insurance companies increased lending activity, directing capital toward overseas projects including data centers, according to reporting on the sector. Higher interest rates improved loan returns, while demand for capital grew from investments in artificial intelligence and power infrastructure. The insurers shifted allocation strategies in response to both yield conditions and market demand for project financing.
Original reporting:
