-
Summary
As insurers navigate the remainder of 2025, they face a complex landscape shaped by political uncertainty, catastrophic losses, and persistent economic and social inflation. From the lasting financial impact of hurricanes Helene and Milton to the California wildfires, insurers must adapt to evolving risk dynamics while managing regulatory pressures and shifts in the M&A landscape.
Join industry experts from S&P Global Market Intelligence, S&P Dow Jones Indices, and S&P Global Ratings as they examine the key trends shaping the insurance industry in the second half of the year and beyond.
Discussion topics will include:
- The evolving catastrophe landscape and its implications for underwriting and capital reserves
- How economic and social inflation are reshaping claims costs and pricing strategies
- The impact of political uncertainty on regulatory developments and market confidence
- Will market volatility accelerate M&A consolidation?
- What’s next for insurers’ investment strategies amid ongoing macroeconomic shifts
Speakers
S&P Global Ratings
Neil Stein
S&P Global Ratings
Managing Director, P&C Sector Lead
S&P Dow Jones Indices
Anu R. Ganti, CFA
S&P Dow Jones Indices
Senior Director, Head of U.S. Index Investment Strategy
Anu R. Ganti is Senior Director and Head of U.S. Index Investment Strategy at S&P Dow Jones Indices (S&P DJI). The index investment strategy team provides research and commentary on the entire S&P DJI product set, including U.S. and global equities, thematics, commodities, fixed income and sustainability indices. She is also a frequent contributor to both print and broadcast media outlets.
Prior to joining S&P DJI, Anu worked in the asset management space, completing a post-MBA rotational program at Russell Investments within their fixed income research and trading divisions and working as a portfolio manager focusing on emerging market equities at Parametric Portfolio Associates (part of Morgan Stanley Investment Management).
Anu is a CFA charterholder and holds an MBA in finance and economics from Columbia Business School, and a bachelor’s degree in finance and marketing from NYU’s Stern School of Business.
S&P Global Ratings
Carmi Margalit
S&P Global Ratings
Managing Director and Life Insurance Sector Lead
Carmi Margalit is Managing Director and the Life Insurance Sector Lead for the North American Financial Services Ratings group. Carmi leads the group’s research, commentary and analytical outreach efforts on life insurance. He serves as the subject matter expert on life and annuities in North America and is one of the primary voices of S&P Global’sinteractions with the market in the sector. He directly covers a portfolio of high profile life insurers and follows the entire sector very closely.
Prior to his current role, Carmi was the analytical manager of the life and health insurance team; he was an analyst on the life team and in the structured finance group before that.
Carmi is a Chartered Financial Analyst, holds an M.B.A. from Columbia Business School and a B.A. in industrial engineering from the Tel Aviv University.
S&P Global Market Intelligence
Tim Zawacki
S&P Global Market Intelligence
Insurance Sector Strategist
Tim Zawacki is a principal research analyst covering the U.S. insurance industry for S&P Global Market Intelligence.
He has covered the insurance industry in various capacities since joining SNL Financial in 1999. Based in Charlottesville, VA, Timauthors the annual US P&C Market Report,US Life and Annuity Market Report and various other thought leadership providing historical context and forward-looking outlooks regarding key industry trends and developments at the line of business level.
Tim has also published numerous articles and research on M&A activity in the property and casualty and life and health insurance sectors, focused on trends in the underwriting and distribution sides of the business.
Tim is a 1999 graduate of the University of Virginia.
S&P Global Market Intelligence
Chris Winter
S&P Global Market Intelligence
Associate Director, Insurance
Chris Winter is the North America Insurance solutions lead for S&P Global Market Intelligence. In this role, Chris helps insurance clients utilize the full suite of solutions offered by S&P, such as financial data, credit risk solutions, data feeds, and more, while specializing in the NAIC Statutory and Rate Filings products. He holds a Bachelor of Arts in History and English from the University of Virginia and an MBA from the College of William & Mary.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.