Pulse Report. Afire International Investor Survey
By Afire International Investor Survey
As an extension of housing concerns in the US, trends in the insurance industry can sometimes serve as portents, or as evidence. At the junction between the global, environmental effects of climate change and the frequently counterintuitive logic of homeowners, renters, and consumers in the US, the question of insurance is best understood as an analogy. For example, earlier in 2024, AFIRE asked investors if they agreed or disagreed with the sentiment that the industry is appropriately pricing climate risk (i.e., insurance premia, capex, etc.) in its pro
formas and valuations.
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