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15 handpicked stocks

Extreme-Weather Insurance Innovators

This collection features forward-thinking companies using cutting-edge technology to insure against catastrophic weather events. As climate-related disasters become more frequent, these specialized insurers and data providers are positioned to become essential components of the global risk management landscape.

Author avatar

Han Tan | Market Analyst

Published on June 17

Your Basket's Financial Footprint

Aggregate market capitalisation and breakdown for the 'Extreme-Weather Insurance Innovators' basket.

Key Takeaways for Investors:
  • Large-cap dominance tends to reduce volatility, offering more stable returns and closer tracking of broader market performance.
  • Suitable as a core long-term holding rather than a speculative trade; complements diversification.
  • Expect steady, incremental capital appreciation rather than explosive short-term gains; growth is likely gradual.
Total Market Cap
  • PLMR: $3.09B

  • LMND: $3.68B

  • RNR: $11.55B

  • Other

About This Group of Stocks

1

Our Expert Thinking

These companies are at the forefront of climate-risk transfer, using advanced technologies like AI predictive analytics and satellite imagery to revolutionize how we insure extreme weather events. With the increasing frequency of catastrophic weather globally, these innovators are developing solutions to address risks that traditional insurance struggles to cover.

2

What You Need to Know

This collection offers exposure to a sector with non-cyclical demand drivers, making it potentially resilient during economic downturns. The group includes direct insurers, global reinsurers, and technology platforms, providing comprehensive exposure to the climate-risk management ecosystem.

3

Why These Stocks

These companies were selected for their technological advantage in addressing climate risks. Recent costly natural disasters have highlighted failings in traditional insurance models, accelerating the shift toward innovative approaches. As climate-related events increase, these firms are positioned to capture growing market demand.

Why You'll Want to Watch These Stocks

🌪️

Rising Natural Disaster Costs

As extreme weather events increase in frequency and severity, these companies are positioned to benefit from growing demand for specialized insurance solutions.

🛰️

Tech-Powered Insurance Revolution

These innovators are using satellite imagery, AI, and data analytics to transform risk assessment, allowing for more precise coverage where traditional insurers fear to tread.

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Portfolio Diversification Play

Climate risk insurance offers exposure to a sector with non-cyclical demand drivers, potentially providing stability during economic downturns.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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