Reversing Course, Mortgage Mania, and Airlines Grounded 10/6/23
The Exchange
00:00
The Impact of Higher Interest Rates on Insurers and Investors
This chapter discusses the relationship between higher interest rates and insurers' return on equity, explaining how higher interest rates benefit insurers through improved combined ratio. Specific picks for reinsurers and cash flow insurers are mentioned, as well as concerns about credit risk for life insurers and opportunities in the muni market.
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Transcript
