With the major insurers reporting second-quarter results, Associate Director of Insurance Content and former equity PM Stewart Johnson shares his latest analysis of the sector for portfolio managers and the sell side. He highlights the impacts of two persistent macro themes on investment income and combined ratios. Stewart also discusses the key takeaways from bank earnings calls and what investors should watch near term. This episode was recorded on July 21, 2025.The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this podcast episode. The views shared by third-party contributors do not necessarily reflect the opinion of FactSet.© FactSet Research Systems Inc. All rights reserved.

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