ILS
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The low PCS number is presenting a challenge for ILW buyers and sellers. -
Nephila revenues would likely have been higher, but for an ‘elevated climate signal’ this year.
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The pension scheme has been winding down its ILS portfolio in recent years.
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Reserve risk specialist Enstar has struck its first deals in the ILS space this year.
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Pricing is expected to “stay neutral of soften” for January renewals.
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The sovereign wealth fund’s ILS investments grew to $828mn.
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Cat bonds, private ILS and retro were all kept at “strongly overweight”.
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The ILS allocation increased in dollar terms and held steady in euros.
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Many in the ILS sector are bullish on Milton losses falling at the lower end of earnings impacts.
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Post-Milton investor interest in ILS has yet to translate into dollars allocated.
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Losses from the hurricane may not significantly impact on many funds’ annual returns.
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Risk remote strategies, including private ILS, have outperformed higher risk strategies over the last decade.
