高盛：美洲保险_财产和意外险_保险公司和经纪人的投资收益敏感性分析
高盛证券·2024-10-10 13:39
8 October 2024 | 6:42AM EDT Americas Insurance: Property & Casualty Investment Income Sensitivity Analysis Across Insurers & Brokers Following the first federal funds rate cut in over four years, we refresh our net investment income estimates and highlight individual company sensitivities. While the forward curve for short term rates is materially lower versus a few months ago, consensus expectations for longer maturity bond yields are relatively more resilient. This creates an interesting dynamic whereby t ...