US Life and P&C Insurance: 2024 Mid-Year Primer
Date: July 10, 2024
Presenter:
Josh Esterov, CFA: Head of Insurance, CreditSights
Summary:
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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