In the second half of our interview on The Best Policy, KBW’s William Hawkins and Meyer Shields focus on what the impact of Covid-19 dislocation may mean for the year ahead.

The duo considers the delay or cancellation of dividends as a significant development among some Europeans. They also discuss how investors responded to the Q1 results and how significant are the investment losses suffered.

Will affected carriers be able to recapitalise or could we see some distressed scenarios develop later this year? Will investors be selective as to which carriers get the support? These and other topical questions are answered by the leading KBW analysts in the second half of our interview.

Don’t miss out on yet another insightful and thought-provoking episode…

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