Global Insurance Lunch

Join Nick Martin, Lead Manager, and Dominic Evans, Fund Manager of the Global Insurance Fund, as they share their outlook for the insurance sector and discuss why they believe it continues to offer a rare combination of defensiveness and long-term compounding potential.

They will explain why, despite a modest easing in pricing at the January 2026 reinsurance renewals, industry economics remain highly attractive, underpinned by structurally higher retentions, disciplined underwriting and strong expected returns on capital. They will also discuss how specialty insurers remain particularly well positioned as global risks become more complex, from climate risk to data centre expansion and infrastructure investment.

Please arrive at 12:30pm for a 12:45pm start.