No. of Recommendations: 3
From Corner of Berkshire and Fairfax:
It looks like the strong reinsurance results may continue through 2026.
insurancebusinessmag.com - Reinsurance eyes strong growth through sandp The global reinsurance sector is poised for strong earnings growth between 2024 and 2026, building on robust results in 2023, according to an analysis by S&P Global Ratings.
Key drivers include decade-high investment yields and consistent rate increases in property and property catastrophe lines, supported by structural changes implemented since early 2023.
Reinsurers have benefitted from higher attachment points, stricter terms and conditions, and the repricing of property catastrophe risks. These adjustments have strengthened the foundation of the property/casualty (P/C) reinsurance market.
