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Transcript: US Insurers & The Rate Environment

Transcript: 04 Dec 2018, 9:15 PM ET - This note provides the slides and transcript for the U.S. insurance presentation given at the CreditSights IG and Crossover conference on December 4, 2018. A download link to the slides is provided in the note.

Euro Financial Movers: Stressing The Positives

Euro Financial Movers: 02 Dec 2018, 10:07 PM ET - The Bank of England's stress test results, more money laundering problems for Danske Bank and Deutsche Bank, HSH Nordbank's Tier 1 termination, Axa's deleveraging, and the effect of S&P's rating methodology change on insurance hybrids.

Transcript: How will IFRS 17 & 9 Affect Insurers?

Transcript: 20 Nov 2018, 9:16 PM ET - Together with our guest speaker, Mr Darrel Scott - IASB Board Member, we present the takeaways of IFRS 17 & 9 and discuss their consequences on the financial analysis of insurers. The audio link will allow you to listen the webinar.

Webinar: How will IFRS 17 & 9 Affect Insurers?

Announcement: 19 Nov 2018, 9:44 PM ET - CreditSights European insurance sector analysts, Philippe Picagne and Raymond Tam, and guest speaker Mr Darrel Scott, IASB Board Member, will be hosting a webinar on IFRS 17 & 9, today at 3pm GMT.

Axa: 9M18 Mixed Activity Indicators

Earnings Note: 06 Nov 2018, 10:08 PM ET - Axa released mixed activity indicators for the first nine months of 2018. XL was acquired on 12 September 2018 but will be fully consolidated from 1 October 2018. Nat cat claims are relatively minor at group level.

Global Insurance Rendez-Vous: Fiduciary Rule Redux

Global Insurance Rendez-Vous: 24 Oct 2018, 10:07 PM ET - The DOL and the SEC are revisiting the fiduciary rule in the near future. The initial version of the rule, produced under the Obama administration, caused significant headaches for insurers and a significant decline in annuity sales.

US Strategy: What to Watch for on 3Q Earning Calls

Strategy Analysis: 11 Oct 2018, 4:37 AM ET - We surveyed our analyst teams for key sector level issues they will be paying close attention to with upcoming third quarter earnings calls beyond the typical sales, margins and earnings guidance. 

U.S. P&C Insurance: Hurricane Michael

Sector Analysis: 10 Oct 2018, 4:35 AM ET - Hurricane Michael may end up being a Category 4 storm before it ultimately makes landfall in the Florida panhandle region. We discuss which insurers are most at-risk of losses, and offer a downloadable Excel file to accompany the note.

Global Insurance Rendez-Vous: The New Norm

Global Insurance Rendez-Vous: 20 Sep 2018, 11:35 PM ET - As $144 bn of nat cat losses failed to trigger a hard market, we see a breakdown in the historic link between prices and nat cat losses caused by the abundance of capital. Rates are expected to remain stable at the January 2019 renewals.

Aus Insurers: Lenders’ Mortgage Insurance Primer

Sector Analysis: 17 Sep 2018, 9:09 PM ET - We look at Lenders’ Mortgage Insurance, focusing on the two largest players in Australia namely QBE and Genworth.  Although house price growth continue to moderate, we see limited risk to LMI insurers thanks to benign economic conditions. 

Register Now: 2018 Global Financials Seminars

Announcement: 10 Sep 2018, 9:51 PM ET - Register for our upcoming fifth annual Global Financials Seminars.

U.S. Insurance: Debt Survey and Issuance Needs

Sector Analysis: 04 Sep 2018, 5:36 AM ET - In this note we conduct a survey of debt outstanding across the Life, P&C, and Health insurance sectors. We also discuss upcoming maturities as well as the issuance needs for certain insurers in our coverage universe.

US Financials: Turkish Delights (Exposures)

Sector Analysis: 13 Aug 2018, 4:14 AM ET - Given ongoing turmoil associated with Turkey, we outline exposure to that country for US financials. In short, direct exposure tends to be immaterial. Turkey is not a major market for US banks, while insurers have modest exposure, if any.

Interplay Between US Banks & Fed's Balance Sheet

Sector Analysis: 08 Aug 2018, 5:36 AM ET - In this note, we discuss the impacts of the Fed's balance sheet unwind on banks. We expect that U.S. banks will become the "natural buyers" of U.S. Treasuries not bought by the Fed, offsetting the impact on rates.

Insurance: Global Broker Revenue Rankings

Worth Watching: 16 Jul 2018, 11:38 AM ET - Insurance: According to data compiled by A.M. Best, Marsh & McLennan retains the top spot in terms of revenue by insurance brokers at ~$14.0 bn. Aon, Willis Towers Watson, and Arthur J. Gallagher retained the second, third, and fourth positions ..

US Banks: Update to 2018 Debt Supply Forecast

Sector Analysis: 09 Jul 2018, 5:49 AM ET - Following a review of 1H18 debt supply, we are increasing our supply forecast for the full year for the banks in our coverage universe. The majority of the increase reflects increased expectations for OpCo debt from the GSIBs.

US Insurance: House to Hear Bill Reducing FIO Role

Worth Watching: 07 Jun 2018, 10:06 AM ET - US Insurance: The House Financial Service Committee is expected to hear the Federal Insurance Office Reform Act (H.R. 3861) on June 7th, 2018. The bill was originally introduced back in September of 2017 and sponsored by Representative Sean Duf ..

Insurance: Top 25 Reinsurers 2017

Worth Watching: 29 May 2018, 3:31 PM ET - Insurance: Based on data compiled by S&P Global Market Intelligence, Munich Re remained as the largest reinsurer in 2017 as measured by reinsurance premiums written/assumed. The company reported $35.7 bn of reinsurance premiums written in 2017, ..

AXA: Pricing the IPO of Axa Equitable. Cut to U/P

Worth Watching: 10 May 2018, 4:06 AM ET - AXA announced the pricing of the IPO of Axa Equitable this morning. The pricing is set at $20 per share versus a $24 to $27 target range. Axa will list 24.5% of Axa Equitable representing $2,745 mn. In addition, and in combination with the IPO, ..

Global Insurance R-V: Asset Allocation FY17

Global Insurance Rendez-Vous: 30 Apr 2018, 4:47 AM ET - While there is evidence of increased risk-taking in the low interest rate environment, risks around insurers’ investment portfolios remain manageable. In this note, we examine insurers asset allocation at year end 2017.

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