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US Life and P&C Insurance: 2024 Mid-Year Primer

Date: July 10, 2024
Josh Esterov, CFA: Head of Insurance, CreditSights


Josh Esterov, Head of Insurance, explores the landscape of US Life and P&C Insurance and examines key operational considerations in the sectors. Discussion points include:

  • Private equity participation, growing allocations to private credit, and other hot topics
  • Divergence in the profitability of commercial and personal lines in the P&C industry
  • Investment portfolio trends, such as exposure to CREs and CLOs
  • The M&A / reinsurance environment

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