Aon Benfield Reinsurance Market Outlook: April Through July Renewals Will Continue Firm Global Environment
09 January 2009 - 5:44AM
PR Newswire (US)
CHICAGO and LONDON, Jan. 8 /PRNewswire-FirstCall/ -- Global
reinsurance prices firmed for January 1, 2009 renewals and are
expected to remain firm for the April through July 2009 renewals,
according to the January 2009 Reinsurance Market Outlook issued
today by Aon Benfield, the world's premier reinsurance intermediary
and capital advisor. (Logo:
http://www.newscom.com/cgi-bin/prnh/20041215/CGW049LOGO) Assuming
only limited additional turbulence in the financial markets and no
significant reinsured catastrophe losses, Aon Benfield expects that
the April through July reinsurance renewal market will be similar
to the January 1, 2009 market with U.S. hurricane and earthquake
reinsurance pricing rising modestly, and pricing of other global
natural perils holding firm. However, U.S. hurricane dominated
programs, especially those exposed in the state of Florida will
likely experience more significant price increases than others due
to the potential inability of the Florida Hurricane Catastrophe
Fund (FHCF) to fully finance its projected 2009 capacity in the
uncertain municipal bond market. The loss of significant optional
FHCF capacity or less confidence in its claims paying ability may
greatly impact reinsurance renewals for Florida residential
property insurers. Factors Impacting Supply and Demand The
financial and credit crisis as well as the severity of 2008
hurricanes impacted reinsurers and it is estimated that reinsurers
will be entering 2009 with 15 to 20 percent less economic capital
than in 2008. Reinsurers sustained over $10 billion in ceded
catastrophe losses in 2008. However, reinsurers have maintained the
core capital required to underwrite risk. "Reinsurers have
demonstrated prudent capital management during the recent financial
crisis, particularly when measured against other financial
institutions. Despite significant investment related losses, equity
capital remains at appropriate levels to support underwriting risk
for reinsurers," said Bryon Ehrhart, chief executive officer of Aon
Benfield Analytics. "Moreover, reinsurers have very low debt
leverage and comparatively very low total asset leverage, relative
to banks who have struggled greatly during this financial crisis."
In addition, the report notes that the capital markets, who have
played an increasing role in the mitigation of insurance risk, have
also suffered from the recent financial turbulence. However, the
multiple year structure of catastrophe bonds has helped cedents
hedge capacity and price in the current firm market. The impact of
the credit and liquidity crisis has been considerably worse for
insurers than for reinsurers. For calendar year 2008, Aon Benfield
estimates that insurer capital will decrease by 25 to 30 percent.
Mr. Ehrhart further commented: "Insurers too have maintained the
core capital they need to continue their businesses. They may need
additional capital to grow if growth opportunities materialize.
Despite the erosion of insurer capital, only in limited
circumstances have we seen the more stressed balance sheets driving
additional reinsurance buying. Where reinsurance pricing has
increased, cedents have, in some cases, tried to offset increased
reinsurance spending through higher retentions." "Aon Benfield
believes it delivers more value to insurers by identifying changes
to the reinsurance markets in advance of key industry renewal dates
rather than merely reporting on the varied results of actual
renewals following key renewal dates," concluded Mr. Ehrhart. "Our
professionals work with each of our clients to help them understand
how these global market factors will affect their property
catastrophe reinsurance renewal. Factors such as insurer
underwriting methods, data quality, capacity required, experience,
and current modeled margin levels are all considered in order to
help create the best result for our clients." Aon Benfield's 2009
Global Reinsurance Market Outlook report is available for download
at http://www.aonbenfield.com/ and http://www.aon.com/ About Aon
Benfield Aon Benfield is the world's premier reinsurance
intermediary and capital advisor, providing clients with integrated
capital solutions and services. The company offers clients access
to every traditional and alternative market in the world, through
an international network of offices spanning over 50 countries and
more than 4,000 professionals. Its worldwide client base is able to
access the broadest portfolio of integrated capital solutions and
services, world-class talent, unparalleled global reach and local
expertise to best meet their business objectives. Aon Benfield is
the industry leader in treaty, facultative and capital markets
transactions. For further information please contact: David Bogg
Kathleen Hipp London Minneapolis t: +44 (0)20 7522 4016 t: +1 952
886 8161 e: e:
http://www.newscom.com/cgi-bin/prnh/20041215/CGW049LOGO
http://photoarchive.ap.org/ DATASOURCE: Aon Corporation CONTACT:
David Bogg, London, +44 (0)20 7522 4016, , or Kathleen Hipp,
Minneapolis, +1-952-886-8161, , both of Aon Benfield Web site:
http://www.aon.com/ http://www.aonbenfield.com/
Copyright