周一亞歐股市全都走低，分析師稱由於市場擔心巨大而移動緩慢的颶風可能造成的損失，市場出現了溫和的避險情緒。

　　GFT Markets公司駐倫敦策略師法瓦德-拉扎克扎達(Fawad Razaqzada)表示：“很顯然，保險板塊會遭遇壓力，因為颶風會帶來大量的索賠。航空板塊也會遭受打擊，因為從昨晚開始航線運營就遭遇了大規模的干擾。”

“The industry’s going to take a lot of losses, companies like Allstate [ALL  40.15  ---  UNCH    ], Chubb [CB  77.96  ---  UNCH    ] and Travelers [TRV  71.56  ---  UNCH    ] are all going to be there taking losses on the commercial property side as well with flooding,” he said on “Fast Money.”

But, Gallant reminded, assessing risk is built into the business.

“Their balance sheets are actually pretty strong, particularly after what has been a benign year to date,” he said, adding that he expected to see shares in insurance companies trade lower when the market reopens, likely on Wednesday.

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“But that’s probably a buying opportunity,” he said. “You have to remember that that’s what these companies do.”

Asked to pick a top insurance company, Gallant said, “Chubb is a very high-quality company that’s going to take some losses here but probably the one with the strongest balance sheet.”

Brian Kelly of Shelter Harbor Capital said that the reinsurers were worth a look, many of which trade on European markets, which were not affected by the East Coast storm systems.

Mike Murphy of Rosecliff Capital said that the stock-price drops could present an opportunity.

“When insurance stocks tend to trade lower after any sort of a natural disaster … often the first cut is the deepest, and they rebound from there,” he said. “After these major catastrophes happen, these insurance companies can jack up the premiums, so you have more money coming in. you buy the initial pullback if it comes.”

Jon Najarian of OptionMonster.com said the insurance companies’ bottom lines might not be affected due to their offloading of risk to reinsurers.

“If this really slams the wrong way … that’s not going to be as bad for Chubb and Allstate as it is will be for these reinsurers,” he said, adding that many such companies were owned by Warren Buffett’s Berkshire Hathaway [BRK.A  129725.00  ---  UNCH    ].