The storm has passed and people along the northeast coast of the US are slowly starting to assess the damage caused by Hurricane Sandy. One of the first calls will be to the insurers. Traditional wisdom has it that now would be a good time to buy into the insurance sector, as big losses are swiftly followed by higher premiums and, eventually, higher profits. According to Credit Suisse, US reinsurers outperformed US non-financials in the year after Hurricane Andrew in 1992, the Northridge earthquake in 1994 and Hurricane Katrina in 2005.
暴風(fēng)已過(guò)，居住在美國(guó)東北海岸的人們逐漸開(kāi)始估算颶風(fēng)桑迪(Sandy)帶來(lái)的損失。首先受到召喚的就包括保險(xiǎn)商。傳統(tǒng)觀點(diǎn)認(rèn)為，現(xiàn)在是買入保險(xiǎn)股的大好時(shí)機(jī)，因?yàn)楸ＹM(fèi)在重大損失之后往往快速提高，最終將推高盈利水平。瑞信(Credit Suisse)表示，在1992年颶風(fēng)安德魯(Andrew)、1994年北嶺(Northridge)地震以及2005年卡特里娜(Katrina)颶風(fēng)襲擊之后的一年，美國(guó)再保險(xiǎn)商的股價(jià)表現(xiàn)都好于非金融企業(yè)。