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The ILS manager’s analysis highlighted that Lloyd’s nat cat exposure had lowered over the six years to 2021. -
The investment analysts wrote that market dislocation offered an opportunity to invest on attractive historic yields.
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Conviction for ILS has shifted to ‘overweight’ from ‘neutral’ at the manager.
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For the ILS market, perhaps more than any other, the outcome of this year’s high inflation is still to be determined. Unlike other industries that are suffering increased immediate costs, this sector’s performance – as always – is ultimately driven by events no one can foresee.
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ILS strategies specialist Siti Dawson is moving from LGT ILS Partners.
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The pension investor re-directed capital to the Pillar Opportunity fund as of January 2022.
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Frontier Advisors said sentiment continues to be challenged by performance.
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Ludlow Re will grow “opportunistically” where there is confidence of producing attractive returns.
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Most ILS firms are marking the Ian loss as a $50bn+ event, although there are exceptions.
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The manager received a mandate from a new investor who had taken the call to come in ahead of Hurricane Ian.
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The Massachusetts retirement system issued a request for proposals from ILS managers.
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The major ILS investor described 2023 opportunities as attractive but said they were set to get more selective in the industry.
