View from Wall Street: Bulls, Bears, and Black Boxes
Back for a fifth year, our panel of insurance equity research analysts returns to tell you what they're watching in 2026 and where they don't buy the story management teams are selling. Expect candid, sometimes conflicting takes on AI's real P&L impact, the private-credit-and-annuities nexus drawing fresh scrutiny, and the next phase of distribution consolidation. As always, the floor is yours: audience questions strongly encouraged.