Posts Tagged ‘disinflation’



March 7th, 2013

BRIC Countries

Posted at 1:00 AM ET

Here we bring together recent GC Capital Ideas’ posts that have focused on the BRIC (Brazil, Russia, India and China) countries. 

Increased Flood Loss Potential:  Making use of all available tools and practicing comprehensive exposure management will both strengthen (re)insurers’ ERM practices and allow them to make informed risk management and reinsurance decisions as they enter new markets. Certainly, flood risk is prevalent and increasing in almost every developing economy.

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Lloyd’s: What Will Success Look Like?  If Lloyd’s is successful in achieving the growth and diversification outlined in its near-term and long-term strategic plans, it can expect to capitalize on business opportunities in emerging market economies such as the BRIC countries (Brazil, Russia, India and China). Growth, however, will not necessarily be limited to these markets. Other countries in Southeast Asia, Eastern Europe and Latin America are experiencing strong growth and increasing insurance penetration, and these territories also present attractive opportunities for Lloyd’s.

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Growth Potential in Developing Markets:  Positive premium growth trends in developing markets are expected to be sustained over the next decade. During this time, emerging markets are expected to drive global economic growth, and foreign direct investment in these emerging regions is likely to increase. In Brazil alone, investment in infrastructure is expected to amount to USD550 billion over the next few years as the country prepares to host the soccer World Cup in 2014 and the summer Olympics in 2016. China and India too are expected to continue to see robust growth in the next ten years.

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State of the Reinsurance Market, Part II: Inflation/Deflation Expectations, Investment Returns:  Expansionary monetary policy has fueled concerns that inflation could increase in the medium term, but the picture is less clear in the near term. While consumer price indices in Brazil, Russia, India and China (BRIC), the United States and the rest of the G7 currently exhibit positive trends, consensus forecasts show borderline disinflationary trends in the nearer term in the United States and many developed markets.

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March 12th, 2012

State of the Reinsurance Market, Part II: Inflation/Deflation Expectations, Investment Returns

Posted at 1:00 AM ET

Inflation/Deflation Expectations

Expansionary monetary policy has fueled concerns that inflation could increase in the medium term, but the picture is less clear in the near term. While consumer price indices in Brazil, Russia, India and China (BRIC), the United States and the rest of the G7 currently exhibit positive trends, consensus forecasts show borderline disinflationary trends in the nearer term in the United States and many developed markets.

Continue reading…

March 8th, 2012

State of the Reinsurance Market, Part I: Deleveraging Cycle, Growth Expectations

Posted at 1:00 AM ET

2012 Macroeconomic Themes

As we bid farewell to a tumultuous 2011 and enter 2012, it is becoming very clear that the (re)insurance sector will remain exposed to profound changes in the global economy. The coming year promises to be one of economic, monetary and political transition.

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February 10th, 2011

GC Podcast 15 - Macroeconomic Factors Impacting the Reinsurance Sector (David Flandro)

Posted at 1:00 AM ET

flandro_podcastGuy Carpenter Global Head of Business Intelligence David Flandro discusses the various macroeconomic forces currently impacting the reinsurance sector.  The forces discussed in this new GC Capital Ideas podcast include the low interest rate environment, disinflation, capital position and  European sovereign debt.  Click the audio player below to listen to the interview, or download the interview in a file that will work with your iPod.

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Click here to read additional GC Capital Ideas articles written by David Flandro >>

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