Quarterly Health Insurance Outlook – Credit, Equity and Regulatory Crosscurrents: BI Replay

Health insurers enter the new quarter navigating a complex mix of medical cost trend, regulatory scrutiny and shifting investor expectations. From utilization pressure and margin normalization to policy-driven uncertainty ahead of key election milestones, the sector’s risk-reward profile is evolving across both credit and equity markets. Join Jean-Yves Coupin, Senior Credit Analyst, Glen Losev, Senior Equity Analyst, and Duane Wright, Senior Government Analyst, as they deliver Bloomberg Intelligence’s cross-asset view on the managed care landscape. The panel will examine balance-sheet resilience, earnings durability and regulatory pathways shaping investor sentiment into the coming quarters.