Everything on Insurance

The reinsurance super-cycle may be peaking, as indicated by Hannover Re's signal of slightly declining prices for 2027. This suggests that premium increases are slowing, potentially impacting margins for major reinsurers.

Impact: Investors should monitor reinsurance pricing trends closely, as a shift from rising to stable or declining premiums could lead to margin compression and stock volatility.

— from AI Infrastructure, Greek Stocks, and Market Shifts · Alles auf Aktien – Die täglichen Finanzen-News· Sep 08, 2026

German insurers Allianz and Munich Re are demonstrating exceptional resilience, with record operational results and significant dividend growth. Their strong underwriting discipline and capital positions make them attractive defensive investments.

Impact: These companies offer reliable cash flows and shareholder returns, providing stability in volatile markets and serving as a core holding for conservative portfolios.

— from Geopolitical Shocks and German Insurance Resilience · Leben mit Aktien | Der Podcast für Anleger mit Weitblick· Mar 03, 2026