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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.

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

Duration: 12:46 

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  • 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 

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  • 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 

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  • 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 

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

    Duration: 01:05 

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