Life Insurers Will Be Sector's Winners Next Year -- Market Talk

Dow Jones12-17

1049 GMT - Steepening European yields and lower borrowing costs in the U.K. and U.S. will support life insurers over nonlife insurers, analysts at UBS write. Noting the broader insurance sector's outperformance in 2025, a famine won't immediately follow the feast, the analysts say. However, nonlife insurers will experience revenue squeezed by pricing pressure next year, they say. Broadly, the sector benefits from strong balance sheets, which could drive greater returns to investors, they add. Phoenix Group gains 4% after UBS upgrades its rating on the stock to buy from neutral, citing the potential for excess to be deployed toward investment. London-listed Prudential and Aviva gain 2.4% and 1.6%, respectively. (josephmichael.stonor@wsj.com)

 

(END) Dow Jones Newswires

December 17, 2025 05:49 ET (10:49 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment