On the surface that's a good counter. However, the central paper he references is pretty weak.
Of the other reports he mentions, only the Ernst and Young one looks genuinely compelling, although that's not a link to the actual document. The Lloyds example he cites, for example, is not an internal brief. It's a kind of press release, and written by a chap who has made his writing career on the basis of climate change being dangerous.
I have several friends who work in underwriting if there has been any genuine shift in behaviour, although it will have to wait until I next see them.