Our Scans · (FS.4.01) Insurers' Business Model · Weekly Summary

• [New] The Monetary Authority of Singapore (MAS) has signalled that a long-awaited consultation on new laws to establish a Protected Cell Company structure that could be used for collateralised reinsurance arrangements and efficient insurance-linked securities issuance is coming soon. Artemis.bm - The Catastrophe Bond, Insurance Linked Sec
• [New] Beyond distribution and specialty carriers, insurance M&A in 2026 and beyond could increasingly blur the boundaries between ownership, reinsurance, asset origination, and technology. PwC
• [New] Elevated pension risk transfer volumes in the UK and other mature markets should sustain interest in bulk annuity platforms, funded reinsurance, block transactions, and administration technology. PwC
• Liberty Mutual Reinsurance, the reinsurance arm of the insurance group, and Safehub, a provider of seismic sensor and risk management technology, have partnered to provide the Mexican federal government with a new nationwide parametric earthquake and volcanic risk insurance solution. Artemis.bm - The Catastrophe Bond, Insurance Linked Sec
• Established platforms are likely to continue pursuing international reinsurance and liability consolidation opportunities, as competition for US insurance blocks of business remains high. PwC
• The upsized 100% transaction provides OAK Reinsurance Syndicate 2843 with retrocession for US and Canada named storms and earthquakes, as well as US wildfire events, structured on an annual aggregate and industry loss trigger basis across a three-year term. Artemis.bm - The Catastrophe Bond, Insurance Linked Sec
• Changes in Medicaid, Medicare, and employer-sponsored insurance policy could have ripple effects on access, reimbursement, and hospital viability. Simply Wall St
• Slide Insurance Holdings, Inc. has completed its Catastrophe Excess of Loss Reinsurance Program for the 2026-2027 treaty year, securing a meaningful $5.463 billion of total aggregate reinsurance limit, representing a 65% increase from last year's $3.304 billion. Artemis.bm - The Catastrophe Bond, Insurance Linked Sec
• While some of the Bermuda executives KBW's analysts met with thought a ~ $100 billion catastrophe loss might stop the softening in reinsurance, others said it might take a financial shock. Artemis.bm - The Catastrophe Bond, Insurance Linked Sec
• The mid-year 2026 property catastrophe reinsurance renewals are seeing pricing outcomes skewing towards the worst end of a -15% to -20% + range, while catastrophe bonds have become more of a competitive threat to reinsurers now given longer-durations of cover and better rates. Artemis.bm - The Catastrophe Bond, Insurance Linked Sec
• Berkshire Hathaway Inc., led by its significant reinsurance operations and diverse portfolio, continues to leverage its financial robustness to underwrite large-scale risks that smaller competitors shy away from. Precedence Research
• Evolving flood and drought patterns are reshaping risk profiles across global insurance and reinsurance markets. ReinsuranceNe.ws
• The ECB will have to manage inflation expectations and is no longer in a good place; the ECB may adopt a more cautious stance, delivering a first 25 basis point hike in the coming months as an insurance policy move. Candriam
• Major federal policy shifts in the U.S. could disrupt insurance markets and payer economics. Forbes
• The SEADRIF Insurance Company and the United Nations World Food Programme have launched a parametric insurance policy in Lao PDR that will provide pre-arranged financing of US$ 1.1 million, to enable timely support to communities impacted by extreme weather and other natural hazards. Artemis.bm - The Catastrophe Bond, Insurance Linked Sec
• Japan's ¥292 trillion exposure represents a systemic risk to global reinsurance markets. Through my Asian lens
• Risk transfer techniques, including reinsurance, finite risk protection, loss portfolio transfers, and alternative risk transfer (ART) solutions, are key to making captives viable for SMBs with annual premiums starting from $250,000. Imperial Corporate Training Institute

Last updated: 30 June 2026