Home Featured Morgan Stanley: It’s too early to say that ILS flows will have a significant impact on reinsurance premiums.

Morgan Stanley: It’s too early to say that ILS flows will have a significant impact on reinsurance premiums.

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Morgan Stanley: It’s too early to say that ILS flows will have a significant impact on reinsurance premiums.


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Morgan Stanley’s equity analysts believe that it is still too early to predict that capital inflows into catastrophe bonds, and more generally insurance-linked securities, will have an impact on reinsurance prices in 2024.

In a report sent to their investor base and community, the Morgan Stanley analysts utilise Artemis’ range of charts that detail and break down catastrophe bond issuance, to help explain that they believe reinsurance rates can still hold up better than in previous times of ILS market growth.

When it comes to Reinsurance, investors are focused on all sides on the amount of capital flowing into the industry and whether this will soften and erode returns.

Investors on the ILS side are less concerned about inflows, and more optimistic. They recognize that softening of the ILS capital is expected, and is desirable. However, they also want to maintain discipline, contract terms, and attachment points.

The focus of equity investments is…



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