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Outlook & Trends for European Insurers – Second Half of 2025 and Beyond

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As the European insurance landscape adapts to shifting macroeconomic forces, insurers face a mix of challenges and opportunities—from falling interest rates and evolving investment strategies to geopolitical tensions and a cooling M&A environment. At the same time, digital transformation continues to reshape how insurers engage with risk, clients, and capital.
    
Join experts from S&P Global Market Intelligence and S&P Global Ratings as they examine key trends influencing the insurance and reinsurance sectors across Europe and what to watch for in the second half of the year.
    
As the European insurance landscape adapts to shifting macroeconomic forces, insurers face a mix of challenges and opportunities—from falling interest rates and evolving investment strategies to geopolitical tensions and a cooling M&A environment. At the same time, digital transformation continues to reshape how insurers engage with risk, clients, and capital.
     
Join experts from S&P Global Market Intelligence and S&P Global Ratings as they examine key trends influencing the insurance and reinsurance sectors across Europe and what to watch for in the second half of the year.
     
Discussion topics will include:
  • Discussion topics will include:The impact of declining interest rates on insurance operations and reinsurance performance
  • Adjusting investment strategies amid lower bond yields and buoyant equity markets
  • Geopolitical and economic uncertainty—from tariffs to trade credit pressures
  • Deal-making slowdown: What’s driving the drop in M&A activity across the sector
  • The evolving role of Insurtech and digital transformation in driving efficiency and growth

Speakers:

Prithvi Jadeja, Business Development Analyst, 
S&P Global Market Intelligence
    
Johannes Bender
, Director & Lead Analyst, Insurance Ratings, S&P Global Ratings
      
Volker Kudszus
, Managing Director & Sector Lead, Insurance Ratings, S&P Global Ratings
    
Ben Dyson
, Senior Editor, Insurance Reporter EMEA, 
S&P Global Market Intelligence
     
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