Today’s interview is one of the most all encompassing I have ever done.
That’s all because of the interviewee and his research team who have just produced one of the most comprehensive 1st of January renewal reports I have ever read.
The 2022 renewals have been much more interesting than usual with reinsurers undertaking a fundamental rethink of how they view Property Cat alongside taking a view on casualty trends, Covid and the long-term likely effects of both the social and economic forms inflation.
Meanwhile Cyber insurance has been undergoing a huge dislocation and a wholesale re-rating and we have also had the effects of the class of 2020 and record industry capital levels to take into account.
For this reason I was delighted to catch up with David Flandro Head of Analytics at Howden’s HX unit to try and make sense of it all.
David is one of the smartest analysts dedicated to the insurance world and he is also a great communicator and great fun to spend time with.
The report is out now and I would highly recommend a read to accompany your listen here
There are some things that only a well-constructed graph can explain!
LINKS
Howden 1.1.22 renewal report Times are a-changin’:
https://www.howdengroupholdings.com/assets/documents/howden-times-are-a-changin-report.pdf
We thank our naming sponsor AdvantageGo - enabling an enterprise view of exposure:
https://www.advantagego.com/
We also thank Claims Direct Access (CDA) for their support today:
https://www.claimsdirectaccess.com/
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Ep 65 Matthew Moore President Liberty Specialty Markets: Working for mutual advantage
Ep 64 Sean McGovern CEO of AXA XL UK and Lloyd’s: Re-set and re-launch
Ep 63 The broker of the future: Clyde Bernstein, Head of Broking, Willis Towers Watson GB
Ep 62 Fully capitalised, but rationally hard: the 2021 market with David Flandro of HX
Ep 61 A healing market: James Vickers, Chair Willis Re International
Ep 60 Fear breeds discipline, alignment and innovation: Talbir Bains CEO Volante Global
Ep 59 Jean-Jacques Henchoz CEO Hannover Re: Lean and keen
Ep 58 Talent and a willingness to take on risk: Julian James CEO International Insurance, Sompo International
Ep 57 Color outside the lines: Jim Stanard, Chairman Ariel Re
Ep 56 Like 2001, but completely different: Andrew Brooks CEO Ascot Group
Ep 55 Controlled aggression: Alex Maloney CEO of Lancashire Group
Ep 54 Taking a longer view: Eduardo Pérez de Lema CEO of Mapfre Re
Ep 53 No end game. The journey to Ithaka: David Howden CEO Howden Group Holdings
Ep 52 Vanessa Macdonald-Smith of Oneglobal broking: Putting people before numbers and enjoying the fun of the chase
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Ep 51 David Walsh and Graeme Newman of CFC Underwriting: 20% organic growth forever
Ep 50 John Neal: Putting the Lloyd's halo back in place
Ep 49 Tim Turner: This is not a re-run of 85-86
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