This year's reinsurance meeting in Monte Carlo has come to an end and the discussions provide important insights into the future development of the insurance industry. Moritz Rehman from DJE Kapital AG shares exclusive insights into the key trends in an interview with ARD:
Pressure on profitability: insurers are facing calls for price reductions, especially in less loss-affected segments for 2025, but reinsurers are sticking to stable contract terms.
Capital returns to shareholders: Thanks to strong capital reserves, reinsurers could focus on capital returns, potentially leading to special dividends and share buybacks.
Keeping an eye on interest rate developments: Falling interest rates could put the brakes on returns from investment portfolios. Insurers will need to adapt quickly to ensure profitability.
Curious how these changes will affect companies and customers? Watch the full interview with Moritz Rehman for a detailed analysis.
Marketing ad: All statements published here are for your information only and do not constitute investment advice or any other recommendation. The statements contained in this document reflect the current assessment of DJE Kapital AG. These may change at any time without prior notice. All statements made have been made with care in accordance with the state of knowledge at the time of preparation. However, no guarantee and no liability can be assumed for the correctness and completeness.