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Fears of the oncoming soft market are causing a sector rotation away from P&C. -
Industry stocks were firmly behind the S&P 500 in Q3.
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P&C stocks recovered faster than the S&P 500 following a late July dip, but a gap remains.
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The S&P 500 outperforms as P&C tumbles on mixed earnings.
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P&C’s outperformance lead dwindles, while specialty rises above other segments.
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Insurance outperformance slows as markets recover from tariff shock.
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P&C held up better than the S&P 500, but there are causes for longer term concern.
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The insurance market remains generally immune to tariff uncertainty, but not all is well.
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Insurance stocks are lukewarm amid earnings season, cats and political changes.
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Most insurers outperformed the S&P 500 last year, but the trend is unlikely to continue.
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