This paper intends to provide insights on the vital subject of Disaster Resilience, specific to the role of the insurance market in driving positive pre and post incident behaviors and outcomes.
This paper will attempt to explore, at a high level and drawing on a range of published sources, the convergence of various components of the financial system from an insurance perspective and identify opportunities for the insurance industry to “Do well as well as Do good”.
Traditional insurance orthodoxy is that insurance products are sold, not bought.
The global property protection gap in natural catastrophe risk has widened steadily over the past 40 years.
Being defined as urban areas exceeding 10 million inhabitants, megacities accumulate impressive physical, human and intellectual resources.
Investors are often drawn to social, technological, or economic trends that they think may o er lasting opportunities and the potential for investment returns. From e-commerce to big data to Chinese consumption, many durable themes have the potential to cause substantial asset repricing. In our opinion, prudent capital allocation compels asset owners to remain vigilant of such trends, given the potential for new risks and opportunities to arise over time.
Amid recent extreme weather events, many clients have asked for insights on climate change. Macroanalyst Spencer Glendon has spent several years researching climate science and writing about it for our investors. Here we share excerpts from a series of his notes to our rm.