In an environment characterized by low interest rates, macroeconomic concerns, and a flat yield curve, insurance stocks have been a relatively attractive industry for investors in the financials sector. The bullish narrative about rising insurance premiums was disrupted recently by a few industry participants calling out rising losses necessitating building reserves, more than offsetting the benefit of higher premiums.
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In an environment characterized by low interest rates, macroeconomic concerns, and a flat yield curve, insurance stocks have been a relatively attractive industry for investors in the financials sector. The bullish narrative about rising insurance premiums was disrupted recently by a few industry participants calling out rising losses necessitating building reserves, more than offsetting the benefit of higher premiums.