TREE NEWS reports: Morgan Stanley analysts led by Bob Jian Huang said AI-driven medical advances are set to benefit life insurers and asset managers, arguing that longevity improvements would lift earnings at companies that bear mortality risk while spurring product innovation in pensions and retirement. AI-enabled drug discovery could improve longevity faster than the historical pace of roughly two years per decade, the analysts wrote, naming Globe Life, Primerica and Reinsurance Group of America as notable beneficiaries and upgrading the latter to Overweight.
Morgan Stanley: AI-Driven Longevity Gains to Benefit Life Insurers
AI take
This is a notable reframing: longevity risk, usually a liability for annuity writers, is cast as an earnings tailwind for those holding mortality risk, with reinsurers positioned as the clearest read-through. The named beneficiaries sit in very different parts of the market, so the call is really a sector-level view rather than a uniform trade. The open question is whether AI-enabled drug discovery actually accelerates longevity beyond the historical trend, since the thesis rests on a pace assumption that has yet to be proven.
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