Global Insurance Breakfast

Against a backdrop of moderating pricing, higher bond yields and evolving underwriting conditions, what is the outlook for the global insurance sector?

Nick Martin and Dominic Evans, Managers of the Polar Capital Global Insurance Fund, will discuss why they remain constructive on the sector’s earnings outlook, supported by strong prospective underwriting profitability and higher investment returns. They will explore how strong balance sheets and attractive valuations are driving significant share buybacks and M&A, while examining the changing dynamics across insurers, reinsurers, and brokers and what these could mean for returns over the medium to long term.

Please arrive at 08:15am for a 08:30am start.