North America Insurance Midyear Outlook: Adapting to Disruption

June 18, 2025 by Geoff Cornell, CFA| Chief Investment Officer—Insurance, Gary Zhu, CFA| Deputy Chief Investment Officer—Insurance, Deanna Leighton, CFA| Head of Allocation & Strategy—Insurance

After an eventful start to 2025, we revisit our themes for the year and where we stand today.

Whether it was a trade war erupting, an equity market round trip or whipsawing interest rates, there’s been plenty for insurance investors to react to so far in 2025. Let’s recap the macro and market picture, check in on the industry, and see how our themes have developed over the first half of the year.

Read via Alliance Bernstein

Originally Posted at Alliance Bernstein on June 13, 2025 by Geoff Cornell, CFA| Chief Investment Officer—Insurance, Gary Zhu, CFA| Deputy Chief Investment Officer—Insurance, Deanna Leighton, CFA| Head of Allocation & Strategy—Insurance.