Market Analysis

3 articles

Market Analysis

Swiss Re sees $200 billion of new P&C premiums from data centre and renewable energy capex by 2030

Swiss Re Institute’s sigma 3/2026 report estimates that AI data centre and renewable energy investment could generate around $200 billion of cumulative...

7 September 2026·2 min read

Market Analysis

Running investment income makes up most of reinsurers’ 13.8% underlying return, Gallagher Re finds

The broker’s half-year report shows underwriting contributing 3.2 percentage points of the composite’s 13.8% underlying return on equity, with running...

7 September 2026·2 min read

Market Analysis

European and UK insurers’ outsourced assets doubled to $2.1trn since 2021, Clearwater survey shows

Standard Life’s £3bn award to Ninety One last week is the latest of the mandates behind a shift that Clearwater Analytics’ Insurance Investment Outsourcing...

7 September 2026·2 min read