Sat, Dec 20, 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. Investing - Big hedge funds win again on PetSmart, Riverbed, RBS sells real estate loans to hedge fund Cerberus, Talisman energy speculation: Which hedge funds could benefit?[more]

    Big hedge funds win again on PetSmart, Riverbed From CNBC.com: Another week, another set of wins for activist investors. On Sunday, pet supply retailer PetSmart agreed to the largest leveraged buyout of the year at $8.7 billion. Hedge fund firm JANA Partners had been pushing for a sale a

  2. Outlook - Hedge fund manager who remembers 1998 rout says prepare for pain, Bond guru Bill Gross predicts U.S. economic growth to dip to 2%[more]

    Hedge fund manager who remembers 1998 rout says prepare for pain From Bloomberg.com: Stephen Jen landed in Hong Kong in early January 1997 as Morgan Stanley’s newly minted exchange-rate strategist for Asia. He was soon working around the clock when investors began targeting the region’s

  3. Investing - Hedge funds get boost from healthcare in 2014, Paulson & Co takes stake in Salix on heels of inventory issues[more]

    Hedge funds get boost from healthcare in 2014 From Valuewalk.com: The healthcare sector started the year on a turbulent note, as stocks of many major biotechnology companies were battered. However, most of the players in this sector have bounced back. The BarclayHedge Healthcare & Biotec

  4. Opalesque Exclusive: U.S. legal receivables fund launched in August[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Investing in asset-backed receivables is a strategy that has been an integral part of the alternative investment space within the overall fixed income asset c

  5. Comment - High fees and low performance hit hedge funds[more]

    From FT.com: Disenchantment over high fees and lackluster performance may finally be turning the tide against hedge funds, fresh data suggest. Despite generally weak returns since the global financial crisis, hedge funds have enjoyed positive net inflows every year since 2010. This helped assets und