The Reinsurance Podcast

2025 Market Review & Monte Carlo RVS Expectations | TRP #150


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In this special episode, we look back at 2025 so far—market resilience, capital flows, and shifting appetites—before turning to Monte Carlo. From lessons learned to what’s on the horizon, we unpack the key themes shaping the reinsurance market and set the stage for conversations at this year’s Rendez-Vous.


CONNECT WITH US:

Say Hello: ⁠[email protected]

Website: ⁠https://www.supercede.com⁠ 

LinkedIn: https://www.linkedin.com/company/supercedehq 

X: ⁠https://twitter.com/SupercedeHQ⁠ 

YouTube:⁠ ⁠⁠https://www.youtube.com/@SupercedeHQ⁠ 

RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠ 


OUTLINE & TIMESTAMPS:

In this special episode, we look back at 2025 so far—market resilience, capital flows, and shifting appetites—before turning to Monte Carlo. From lessons learned to what’s on the horizon, we unpack the key themes shaping the reinsurance market and set the stage for conversations at this year’s Rendez-Vous.CONNECT WITH US:Say Hello: ⁠[email protected]⁠Website: ⁠https://www.supercede.com⁠ LinkedIn: https://www.linkedin.com/company/supercedehq X: ⁠https://twitter.com/SupercedeHQ⁠ YouTube:⁠ ⁠⁠https://www.youtube.com/@SupercedeHQ⁠ RSS Feed: ⁠https://anchor.fm/s/7e741c8c/podcast/rss⁠ OUTLINE & TIMESTAMPS:(00:00) Intro(01:33) Year in review (03:04) Market resilience (04:36) Losses accelerating (06:07) Client perspectives (07:38) Data & insights focus (09:09) Overlooked risks (10:41) Rating environment shifts (12:12) Appetite for risk (13:44) Market & societal outcomes (14:38) Early Monte Carlo themes (16:09) Underwriter perspectives (17:41) Capital flows & selectivity (19:14) Finalising renewals (20:46) Submission efficiency (22:18) Rising tide effects (23:50) Pullbacks & caution (25:23) Biennial meetings & planning (25:28) Monte Carlo organisation (28:14) Innovation & new ideas (29:46) Traditional property-cat programmes (31:19) European market bounce-back (32:50) Client data quality (34:22) Model challenges (35:53) Closing thoughts & wrap-up

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