KBW’s William Hawkins and Meyer Shields on the Q1 results season: Part I

This week on The Best Policy, we are joined by Keefe, Bruyette & Woods’ Co-Head of European Research (Insurance) William Hawkins and Managing Director Meyer Shields who covers US and Bermuda P&C.

In the first half of our interview, William and Meyer share their thoughts on the high level themes from the Q1 results season and what the noticeable differences between European and US reporters are.

Our guests evaluate the quality of management disclosures around Covid-19, as there appeared to be a diverse range of approaches by companies during the earnings season.

As one of the great Unknowns regarding Covid-19 is BI losses springing from property coverage, Meyer explains his view about the US legislative initiatives to effectively retro-fit cover that appear to have stalled.

Also available on The Insurer App or via Spotify and Apple Podcasts!