We look at sector and industry performance after the eight costliest weather disaster years since 1985; 2017 may become the second-costliest year on record. Technology and Industrials showed the best performance 12 months after the costliest disaster events while Utilities and Telecom struggled. We created a Weather Disaster Portfolio that we would expect to outperform over the next 12 months based on performance around prior costly weather disasters.
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