The New Insurance Capital Stack: Who Is Financing the World’s Growing Protection Gap?
The global insurance industry is confronting a problem that is becoming increasingly difficult to solve with traditional insurance capital alone. Climate-related disaster risks, cyber threats, geopolitical instability, rising reconstruction costs and the growing concentration of valuable assets in exposed regions are increasing the amount of risk that needs to be insured. At the same time, […]
Why Reinsurance Capital Is Becoming a New Alternative Investment Frontier
For decades, portfolio construction has revolved around risks tied to economic growth, corporate earnings, interest rates and inflation. Reinsurance capital introduces a different proposition: investors can earn returns by taking exposure to physical events such as hurricanes, earthquakes and severe storms rather than directly to the performance of companies or sovereign borrowers. That distinction is […]
