The 2026 Monte Carlo Reinsurance Rendez-vous is now under way, with the Principality's hotels playing host to industry briefings and meetings between market participants.
Our recap emails will help you keep up to date on what's happening at and the RVS, sticking to our ILS market-relevant focus, although clearly with a reinsurance leaning given the event.
Our Monte Carlo reporting stated on Saturday, as Swiss Re said the capex spend around data centres could drive a US$200 billion premium opportunity by 2030, within which alternative reinsurance capital and ILS is expected to play a key role.
This morning we began with Howden Re's launch of a new practice that combines structured reinsurance, analytics, parametric and capital markets insurance-linked securities (ILS) expertise.
Next, the critical importance of underwriting discipline in reinsurance and ILS is laid bare in new analysis from PwC, with the company suggesting it could be worth up to seven points of return on capital.
Luca Albertini, CEO of Leadenhall Capital Partners LLP told us in an interview around the RVS that further success for the ILS market hinges on maintaining underwriting discipline and avoiding past renewal mistakes.
S&P Global Ratings said that price softening is expected to continue while pressure on reinsurance terms and conditions rises in 2027.
Cedar Trace plans to launch a $300m Lloyd’s syndicate for the 2027 underwriting year, with some of the capital supporting it expected to come from investors backing ILS funds managed by the group.
In an interview, Twelve Securis’ Cahal Doris noted that structural integrity will remain a key focus for the insurance-linked securities (ILS) market during the key season.
Munich Re execs said today they see longer-tailed casualty focused sidecars offering high returns from the asset side as “not a good idea”, also suggesting commutations could be challenging.
Finally today, Thierry Léger, CEO of SCOR explained at the company's briefing today that there's no change in the firm's strategy when it comes to partnering with third-party capital.
More updates from Monte Carlo tomorrow!
All of our Monte Carlo RVS coverage can be found here.
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