Insurance Equities: The Great Global Insurance Catch-up Trade

Global Insurance Equities have materially lagged the broader market from the pre-Covid peak. As the uncertainties and tail risks associated with Covid-19, financial market turbulence, and uncertain regulatory intervention recede, Twelve Capital sees the resultant once-in-a-decade level of undervaluation as an attractive opportunity for equity investors to rotate meaningfully into insurance industry exposures.

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