This is the third article of the trilogy in which Twelve Capital initiates readers to the different ways capital markets participants can invest in the (re)insurance sector. The first one delved into the distinctive features of equity, debt and Insurance-Linked Securities (ILS). The second focused on secular trends such as climate change and population dynamics, exploring their implication for the insurance sector and investors. This article explains the so-called insurance cycle and provides an outlook for investors.
Insurance Capital – Part 3: Riding the insurance wave
