Category: Analysis

Monte Carlo 2018

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If you are steering clear of the yachts, sunshine and champagne, you can still keep up with Hurricane Florence and the latest news from the Monte Carlo Rendez-Vous on the InsuranceLinked live blog. ...

Cyber – the big opportunity for insurance investors

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The risk of cyber attacks is one of the few risks where the demand for insurance exceeds the supply. Despite the apparent opportunity, many traditional and alternative reinsurers have been reluctant to embrace this line of business. In this...

July 2018 market data

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Here are four interactive charts that illustrate the state of the market.                                                                                                            ...

InsurTech – show me the money

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12 months ago, a surge of interest in 'InsurTech' prompted a serious case of the FoMOs in many (re)insurance CEOs. This year, that Fear of Missing Out has been replaced by a fear of becoming distracted by unproven, niche technologies that...

And they’re off…

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Following a record-breaking 2017, Tropical Storm Alberto has just kicked off this year's cyclone season by drenching Alabama and the Florida Panhandle. After last year's successful forecast, NASA's Tim Hall has dusted off his ouija board...

Befuddled Lloyd’s

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Many insurers had a tough year in 2017 and the Lloyd's market was no exception. Not only was the overall performance weak, but the spread of performance between the independently managed syndicates was even wider than usual. Source:...

April 2018 pricing data

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Brokers reported flat pricing at the Japanese renewals on April 1 while the latest pricing in the catastrophe bond and ILW markets shows the impact of continued capital inflows. The interactive exhibit below shows four charts illustrating...

Another five charts

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'Five charts' and 'five more charts' were two of the most read articles on InsuranceLinked so in the spirit of democracy and imaginative titles, here is some more data on M&A and other goings-on in the reinsurance market. Inorganic...

Privatising US flood insurance

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Flood insurance in the US is a mess. While insurers search for ways to grow premiums, they are unable to compete with the National Flood Insurance Program which had accumulated $25 billion in debt before the losses caused by 2017’s hurricanes. Shree...

January 1 2018 pricing data

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The final terms of reinsurance contracts due to incept on January 1 kept everyone guessing until the final days of 2017. In the end, the price rises predicted by many reinsurance CEOs proved to be over optimistic as their underwriters were unable...

Reinsurance CEOs predict improved pricing in 2018

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Reinsurance CEOs were bullish on the pricing environment during the recent Q3 earnings calls. In this update, Nick Martin analyses what is being said about the upcoming January renewal season. Mr...

Five more charts

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The influx of 'alternative' capital has meant a qualitative change in the way that the reinsurance market is financed. Events over the summer mean that some structures are being tested for the first time. As anticipated, the the losses...

2017 Hurricane season live blog

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As the 2017 hurricane season continues to threaten more damage to the eastern United States, the Caribbean and elsewhere, Dr Tim Hall, Dr Richard Dixon and the InsuranceLinked editorial team will continue to follow developments on this...

Monte Carlo 2017 – live blog

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THIS BLOG IS CLOSED AND INSURANCELINKED'S COVERAGE OF THE @)!& HURRICANE SEASON CONTINUES HERE.     The leaders of the global reinsurance industry spend months each year preparing for September's conference...

Some 2017 Hurricane Odds

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This season has been eventful, to say the least. Even though we’re still reeling from Harvey and Irma, and we’re nowhere close to assessing the damage, it’s interesting to step back and estimate the probabilities for some of 2017’s striking...

2017 Hurricane season live blog – Harvey, Irma…

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FROM SEPTEMBER 10 2017 WE WILL BE FOLLOWING HURRICANES HARVEY AND IRMA IN THE MONTE CARLO 2017 LIVE BLOG     The 12-year-long US 'major hurricane' drought is over with the Texas Category 4 landfall of Hurricane...

Five charts

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Deteriorating market conditions have not put off investors who continue to pour money into ILS funds. The AUM of the largest ILS funds grew by $13 billion over the last year. Here are five charts on the current state of the market. 1. In...

Risk of Florida hurricanes is 29% above average

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It is now late enough in the year to get good readings on the two meteorological conditions that are known to correlate with hurricane activity. NASA's Tim Hall has run his model to predict a 29% higher frequency of hurricanes in Florida...

Excess capacity in this year’s Florida market

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The Florida peninsula is the most important market for property reinsurance in the world. Each summer, the third most populous state in the union braces itself for another Atlantic hurricane season. In Florida’s esoteric...

InsurTech 2017: How insurers and brokers can respond

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The last 18 months has seen a surge in both funding and column inches devoted to InsurTech. Some incumbents have embraced the disruption while other firms are struggling to figure out their first move. Chris Sandilands from Oxbow Partners...

April 1 2017 pricing data

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Data from the first few months of 2017 shows that there has been a steep fall in the returns of new catastrophe bonds compared with those issued in the first quarter of 2016. The returns of bonds exposed to US hurricane risk has reached...

Perspectives – Michael Millette, Hudson Capital Part I

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Michael Millette is the Founder and Managing Partner of Hudson Structured Capital Management Ltd. Before that, he spent 21 years at Goldman Sachs where he was the Global Head of Structured Finance. In the first part of the interview, he...

What institutional investors want

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The data shows that institutional investors remain attracted to insurance-linked funds. Investors are looking for modest returns, larger allocations and better ways to educate their stakeholders about insurance-linked securities. Clear...