Global insurers enter selective cycle as healthcare pressure collides with higher investment yields, finds GlobalData

The world’s largest insurers are undergoing a sharp market-cap rotation, with investors favoring businesses that can combine disciplined underwriting, resilient investment income and capital generation. Asian life insurers and leading P&C players are gaining ground, while healthcare and selected global insurers face pressure from medical-cost inflation, catastrophe losses and shifting interest-rate expectations, according to GlobalData, […]