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Reinsurance – Defensive, with a cycle hardening tailwind: Goldman Sachs

Equity analysts from investment bank Goldman Sachs have, perhaps unwittingly, laid out a thesis for insurance-linked securities (ILS) investing in their latest research report on the global reinsurance market, which they laud for its defensive investment properties and note has very positive tailwinds at this time.

The analysts are commenting on the prospects for the large European reinsurance giants, at the current stage of the market and economic cycle.

But their arguments as to why reinsurers should be attractive investment opportunities right now reads-across particularly positively for insurance-linked securities (ILS) as well.


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