Equity analysts from the firm expect higher property catastrophe reinsurance layers to see rate declines of 20% or more at January 1 2026
Higher-layers expected down 20%+ at renewals | | | Higher-layer property cat expected down 20% or more at Jan renewals: TD Cowen  Following a field trip to Bermuda, analysts at TD Cowen have concluded from their discussions on the island that higher-layer property catastrophe reinsurance rates could be down 20% or more at the January 2026 renewals, while attachment points are largely holding, but the renewal is seen as running late. As per the analysts who had met with reinsurance and insurance-linked securities (ILS) market participants in Bermuda, commentary heard during its trip on property cat reinsurance pricing at 1/1/2026 renewals was incrementally worse than during the Q3 2025 earnings season, when forecasts centered on a roughly -10% decline These pricing expectations align with what has been seen in the catastrophe bond market in recent weeks, as rates have fallen meaningfully on elevated levels of demand for cat bond investments. Read the full story. Other articles: | | | | | | Please share this with colleagues and friends if you think they would like to receive it.
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