1/1 Reinsurance Renewals Recap 2026 | TRP скачать в хорошем качестве

1/1 Reinsurance Renewals Recap 2026 | TRP

Jerad and Ben unpack the 1/1 renewals after a storm-free cat year: record capacity, double-digit decreases and why this is softening, not a soft market. They dive into US casualty pain, AI-fuelled data centre risk, geopolitics, war covers, ILS flows and why 2026 could be M&A galore. CONNECT WITH US: Say Hello: ⁠⁠producer@thereinsurancepodcast.com⁠⁠ Website:⁠ ⁠https://www.supercede.com⁠⁠  LinkedIn:⁠ ⁠⁠  / supercedehq⁠    X:⁠ ⁠  / supercedehq⁠⁠    YouTube:⁠⁠ ⁠⁠⁠⁠   / @supercedehq⁠⁠    RSS Feed:⁠ ⁠https://anchor.fm/s/7e741c8c/podcast/... OUTLINE & TIMESTAMPS: 00:00 Intro 01:46 Record Capacity, Fierce Competition & a Benign Cat Year 04:17 Softening vs Soft Market & Ratings Agency Outlooks 08:52 US Casualty Woes, Social Inflation & Nuclear Verdicts 11:39 Fragile vs Robust Economy, AI Boom & Bubble Risk 14:25 Casualty Pricing, Credit Markets & ILS Capital Flows 16:43 Data Centres: AI Infrastructure as a New Specialty Line 22:17 Geopolitics, War Risk & Aviation / Energy Exposures 26:46 What the 1.1 Renewal Tells Us About the Next Phase 29:00 Reinsurer Growth, ROE Pressure & M&A (Zurich / Beazley) 33:18 Reinsurance Broker M&A & the Battle for Scale 37:17 2026 Watchlist: Storm Season Scenarios, M&A & Wrap-Up