IAK - What Can Insurance Premiums Tell Us About Inflation?

2024-04-22 10:00:00 ET

Summary

• You might not think of insurance as such a key input to their overall consumption basket.
• The impact of the insurance industry is felt far beyond what individual consumers pay for individual policies and extends broadly throughout the supply chain as a necessary input for many industries in the production process.
• What can this link between inflation and insurance tell us about the future path of inflation and how can investors use this learning in their own portfolios?

Episode description:

You might not think of insurance as such a key input to their overall consumption basket, but the impact of the insurance industry is felt far beyond what individual consumers pay for individual policies and extends broadly throughout the supply chain as a necessary input for many industries in the production process.

Mike Pensky, portfolio manager within BlackRock's Multi-Asset Group joins Oscar to help us understand the connection between insurance and inflation, the possibility for rising insurance premiums to persist, and how investors can position their portfolios in a new market regime.

Transcript

Oscar Pulido: Welcome to The Bid, where we break down what's happening in the markets and explore the forces changing the economy and finance. I'm your host Oscar Pulido....

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