Insurance archive
Every Insurance story, newest first. 384 stories
17 stories
- Cat bonds & reinsurance
Tornado Alley's eastward drift upends cat bond loss assumptions
Tornadoes are touching down in more populated country, and severity is climbing even as national claim counts fall.
- Insurer portfolios
Three Fed dissenters make the September meeting the one to watch
The July vote said more than the statement. NEAM's August Trade Winds explains why September matters.
- Cat bonds & reinsurance
Europe's uninsured climate bill lands on sovereign books
Three-quarters of EU catastrophe losses are uninsured. That bill increasingly lands on governments—and may turn them into buyers of catastrophe bonds and parametric cover.
- Insurer portfolios
Fidelity's Q3 active equity report stays institutional-only
The quarterly scorecard gives allocators a benchmark on active equity positioning, with no figures in the public summary.
- Insurance Credit
Private credit guide draws a line for insurance general accounts
Voya's investment-grade private credit guide focuses its sharpest analysis on risk, arriving just as insurance money floods the broader asset class.
- Insurer portfolios
Health insurers' investment income fell even as yields hit decade highs
Cash and Schedule BA income shortfalls erased the benefit of decade-high bond and dividend yields, according to NEAM's analysis in Insurance AUM Journal.
- Insurance Credit
Specialty finance takes a fifth of private credit fundraising
Insurance AUM Journal argues that specialized managers will be rewarded in the next layer of private credit, while direct lending remains a core general-account allocation.
- Insurance regulation
PRA's Funded-Reinsurance Plan Contains, Does Not Align
CP8/26 narrows the capital gap between funded reinsurance and direct investment but leaves one to five points of it in place.
- Insurance Credit
Locked-in owners and aging homes keep residential credit in demand
Napier Park's Agarwal argues the slow resale market is a durable opening for specialized residential real estate lenders.
- Insurer portfolios
Fidelity's monthly fixed income note targets general accounts
The institutional-only monthly note pairs Fidelity's fixed income views with conflict disclosures for insurers steering portfolio decisions.
- Cat bonds & reinsurance
AM Best warns record reinsurance capital invites the next soft market
A new report asks whether reinsurers can keep underwriting discipline while record capital sits inside existing firms and casualty decisions made today won't be judged for a decade.
- Insurer portfolios
Real-assets resilience finds a natural buyer in the general account
Insurance AUM Journal's new essay argues for a post-efficiency era, giving general accounts a rationale for infrastructure and real assets, with a caveat about where pricing power sits.
- Insurance regulation
Chipego to walk insurers through NAIC 2026 investment accounting changes
IASA's September 15 session pairs statutory accounting updates with risk-based capital implications for the next filing season.
- Cat bonds & reinsurance
Reinsurers absorb steepest midyear property-cat rate cut in decades
AM Best says property-cat pricing fell 16% at midyear renewals, the steepest such drop in decades, yet returns still beat a rising cost of capital.
- Cat bonds & reinsurance
Reinsurer returns hold up as property-cat pricing slides
AM Best says tighter terms and higher attachment points have kept returns above the cost of capital for a third consecutive year, even as rate-on-line falls at its steepest midyear pace in decades.
- Cat bonds & reinsurance
Midwest derecho pushes 2026 storm losses past $35 billion
Gallagher Re and Aon estimate billions in losses from the August outbreak; in Illinois, a concentrated homeowners market decides where the claims land.
- Insurer portfolios
Emerging-market bonds are a country-selection game for insurers
Dilawer Farazi, co-head of the emerging-market debt team, says reforms and local-currency funding have changed the risk of EM credit.
7 stories
- Insurer portfolios
Warsh's hawkish June meeting leaves agency MBS carry thin
Warsh's hawkish debut and a bear-flattening curve produced a 2-basis-point OAS widening that tells insurers the carry is thin.
- Cat bonds & reinsurance
Conflagration modeling can add 40 points to wildfire risk scores
Cotality's 2026 report puts U.S. wildfire exposure at $1.4 trillion and finds the biggest blind spot in neighborhoods legacy maps call low risk.
- Insurance Credit
Borrowers keep pricing power while sponsors wait out the valuation gap
Insurance AUM Journal's mid-year credit survey finds borrowers with pricing power, sponsors waiting for valuations to move, and AI sharpening underwriting.
- The Wrap
Talanx's Iran reserve tops storm toll in record half
A €200 million provision for the Iran conflict outweighs named storms in Talanx's record first half, and the insurer still raised its full-year target.
- Insurer portfolios
Fidelis Partnership cuts debt spread 225 bps in $2.04B Term Loan B
The MGA replaces its private-credit unitranche with a cheaper public loan, saving roughly $46 million a year to fund Lloyd's and Pine Walk growth.
- Cat bonds & reinsurance
Aon's Sidecar X puts $200 million behind transactional risk
A pre-committed facility with a 10 percent discount moves the sidecar label from collateralized reinsurance into M&A cover.
- The Wrap
Mangrove builds cover for the third storm. Belize buys speed.
A $111 million debut cat bond and a Bermuda sidecar give a Florida carrier cover for third and fourth hurricane events. The IDB and Swiss Re give Belize a $20 million swap that pays when a storm crosses a trigger.