凯捷capgemini：2024去全球化对保险业的影响报告（英文版）

The era of abundant global supply chains iscoming to an end. Replacing it is a bipolar ormultipolar world shaped by geopolitical conflict,rising nationalism and a multidecade shift torebuild supply chains near-shore and on-shore

The result of deglobalization for insurancecompanies is scarcity of goods andmaterials causing increased and unexpectedclaims severity.

Insurers can and will respond with moresophisticated pricing, underwriting and capacitymodels and a stronger focus on ri