Changing Insurance Analyst Perspective


The speed and quantity of information about publicly and privately run insurance and reinsurance businesses is at an all time high. Yet in the public arena, the quality of information generated by rating agencies, banking analysts, in-house investor relations and others is woefully inadequate. James looks at the work of banking analysts in this talk and asks why their questioning and analysis is so shallow and rarely forsees key industry events or trends until it is too late. James offers tips to analysts on how they can gather sharper insight from top management in the insurance sector and apply that to the knowledge of retail and institutional investors to make wiser investment decisions.

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