Mon, Sep 1, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio

Exploiting the cyclicality and seasonality aspect of investing in Insurance Linked Investments (ILI) to capture performance
Radio Feature 14: Michael Stahel in conversation with Sona Blessing
 
Wednesday, May 11, 2011
radio Michael Stahel, head Insurance-Linked Investments at Clariden Leu assesses how insurers/reinsurers will likely cope with, on the one hand the significant losses caused by the occurrence of natural catastrophes in New Zealand, Australia, Japan and on the other, the challenges posed in embracing modelling agency, Risk Management Solution’s (RMS) latest version 11. He shares what he believes the remainder of the year might have in store for insurers/reinsurers, policy holders and investors.

 Download this feature as MP3 (11.70 MB)

 
Listen to the complete feature
Exploiting the cyclicality and seasonality aspect of investing in Insurance Linked Investments (ILI) to capture performance

Duration: 12:46 

 

Or listen to selected sub-features
  • Q1 - Interesting juncture in the insurance/reinsurance industry
               In the context of insurers/reinsurers capital requirements
               How the Q1 natural catastrophes have impacted their capital base - estimated loss of USD45bn for Q1’11
               Consequences of applying the new RMS model for insurers/reinsurers

    Duration: 04:02 


  • Q2 - Premium rates are expected to increase
               Hardening of insurance/reinsurance markets
               The role of the regulators, credit agencies, policy holders
               Triple whammy
               Insurers/Reinsurers will most likely buy additional capacity in 2012
               Higher premium rates - end 2011 or in 2012

    Duration: 03:08 


  • Q3 - Can you play seasonality?
               Why that is very difficult?
               Optimising your capital allocation
               Invest in the US hurricane season (June-Nov.) followed by European windstorms (Dec.-March), followed by Japan typhoons
               The reinsurance cycle

    Duration: 03:45 


  • Q4 - How is the secondary market evolving - investor opportunities?

    Duration: 01:05 



Radio Link
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Study shows what resonates with investors: 'Unwavering', 'passionate' beats 'committed', 'dedicated' and more surprises[more]

    Komfie Manalo, Opalesque Asia: A new study by Pershing Square, a unit of BNY Mellon company, showed that an effective value proposition strengthens audience connections and fosters growth, yet many advisors have had little objective guidance in formulating such statements until now. In the

  2. Comment – Why you should avoid the hottest hedge fund hands, Swedroe attacks Hussman over risk management, relative value strategy[more]

    Why you should avoid the hottest hedge fund hands FromCNBC/Yahoo.com: Investors who don't have money with Pershing Square Capital Management are likely salivating at the hedge fund's industry-leading 26 percent return from January through July. But investing with Bill Ackman and other to

  3. Hedge fund assets decline in July - eVestment[more]

    Bailey McCann, Opalesque New York: Total assets in hedge funds declined in July and dropped 0.49%, marking the industry's second monthly asset decline in 2014, according to the latest asset flows data from eVestment. Despite the asset decline, total industry AUM remained above the $3 trillion

  4. AIMA makes 'the case for hedge funds'[more]

    Bailey McCann, Opalesque New York: The Alternative Investment Management Association (AIMA), the global hedge fund industry body,

  5. Managed futures' global diversification is important in next phase of economic recovery[more]

    Komfie Manalo, Opalesque Asia: The global diversification provided by managed futures may prove to be extremely valuable as the markets enter the next phase of the economic recovery, said Campbell & Company, a pioneer in absolute return invest