Hints and tips:
...For motor services, computer vision has implementation far beyond insurance: Auto parts providers use Tractable’s scans to help them decide which salvage vehicles to buy, and rental companies use the technology...
...Several of the worst-performing companies in the index, including Hippo and Root, focus on personal lines of insurance such as home and auto....
...It said companies were facing challenges bringing staff back to work, because of health concerns, the difficulty in obtaining child care, and “generous unemployment insurance benefits”....
...The agenda of a trade-friendly Biden is likely to encompass more trade deals, and more China hawkishness....
...Extractors of fossil fuels and the producers of energy sourced from coal, oil and dirty gas are obvious examples. The risk also applies to areas including the auto industry and aviation....
...Meetings are now virtual, and work from home is the new standard....
...The V-shaped recovery in consumer spending feels too bullish in our view....
...Our insurance team’s favorite life companies are Prudential and ASR We remain overweight of P&C Defensive: The sector should be agnostic to the cycle (having no correlation with HY spreads and PMIs) yet...
...Also worth noting is a ruling from the California insurance commissioner telling insurers to refund premiums to policyholders and businesses for March and April....
...Financials the key sector beneficiary: We are Overweight Banks and Insurance from a top-down strategy perspective....
...While here in London we’ll help the British Museum, the Science Museum, and the V&A move their collections out of storage and on display....
...auto loans....
...Should we start worrying about bans and insurance companies with respect to this re-pricing?...
International Edition