Rotation: P&C and tech stocks – it takes two to tango
Since the start of the pandemic, a question that often comes up in discussions is: how has the P&C sector held up compared to other financials? Additionally, with the recent spate of good news regarding insurance rates across several sub-sectors, is the P&C sector outperforming or underperforming the broader stock market?
If we go back to the start of 2020, investor focus was on a gradual improvement in P&C rates coupled with concerns surrounding social inflation.
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