April 1, 2009
Lloyds said to review insurance units | uk.reuters.com
Appreciating the source (Reuters), the headline of the article (LLoyds said to review insurance units) is misleading. Such headline suggests that the article might apply to Lloyd's of London which is the world-renown syndicated insurance entity and is on very solid financial footing. ...
AAA Subprime 80 cents on the dollar – a good estimate not wild speculation
November 7, 2007
AAA Sub-Prime Valuation Issues | ftalphaville.ft.com
Recent suggestions that the ABX index is a poor proxy for AAA subprime RMBS fail to recognise its value.
Reinsurance M&A as a form of market timing
June 28, 2007
S&P Examines Reinsurance M&A | www.insurancejournal.com
If a book of reinsurance business can be purchased for a price that rpresents the present value of estimated future cash flows of that book, it could be a preferred way to buy market share, given that the price of growing in the reinsurance business can include quoting new accounts at less-than-break-even...
Potential benefits of reinsurer consolidation depend on quality of due diligence work.
June 21, 2007
S&P Examines Reinsurance M&A | www.insurancejournal.com
If thorough due diligence work is performed, investors could benefit from consolidation due to the benefits of diversification. A combination of companies focusing on different lines would either free up capital for other purposes or lead to a financially stronger...
New Florida Laws Reduce Risk Adjusted Returns of Bermuda Reinsurers
June 14, 2007
GR Survey: Florida’s impact on Bermuda | www.globalreinsurance.com
Now that Florida is retaining a much larger portion of their more predictable catastrophe losses, insurers and reinsurers should be able to buy the high layer coverage they want at affordable prices. The risk load charged for this high layer coverage would be significantly less than the riskload...
April 16, 2007
Life Settlements - 2006 Trends, Developing and Emerging Trends | www.aquariuscapital.com
It has become one of the more popular insurance areas focused from an investment, legal and consumer perspective. Hedge funds are looking at the market due to perceived returns on investment.
The Florida Legislation will exacerbate pricing pressures in the reinsurance industry.
January 31, 2007
Reinsurers Bigger Losers From Florida Legislation Than Primary Insurers | biz.yahoo.com
Managing expectations of shareholders, managers or finance directors is not easy, especially when a third party removes a significant part of your premium base at a stroke.
Plus Ça Change – Reinsurance renewals 2007 or was that 1987?
January 31, 2007
Willis Re 1st View: The Tipping Point? | biz.yahoo.com
After twenty years in the industry, the industry cycle looks to me just like it looked last time and the time before. Despite apparent changes to expertise, capital providers and products; in 2007 the reinsurance industry appears to be heading in pretty much the same direction as in previous cycles...
Underestimating Life Expectancy could hamper growth of a profitable LS Exchange.
July 12, 2006
Cantor Eyes Life Settlement Exchange | www.iddmagazine.com
In my view future prospects for a Life Settlements exchange will be significantly hampered by life expectancy uncertainty. Trading debt is not the same as trading lives, Industry players are reliant upon industry models which have continuously underestimated life expectancy and medical examinerswho...
So who's vulnerable ? and will 2006 be the year?
June 7, 2006
$100bn+ hurricane loss "not far down the road" | www.theinsider.co.uk
AM Best announced today that a $100 bn + hurricane loss could send as many as 50 insurers to the wall.A- rated companies are particularly vulnerable especially the monoline cat players including the new Class of 2005 generally rated A-. Indications are that 2006 could well be a high activity catastrophe...
November 6, 2009
Expect More to Come - Acquisition of "Captive" Client Centers by BPO Players
November 5, 2009
AN INCLUSIVE FINANCIAL SYSTEM TO FIGHT THE WORLD ECONOMIC CRISIS
November 5, 2009
Mitchell International Industry Trends Report | Q4 2009 - Canada Numbers
November 2, 2009
November 2, 2009
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Swiss Private Banks Go Down Market as Crisis Destroys Wealth