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2 Signals, Some Noise

2 Signals, Some Noise

Last week offered two potent signals amid the haze of political theatre and macroeconomic crosscurrents:

Gaston Brizuela Bosio
MicrosurveyMicrosurvey
Climate Risk in Focus: How Insurance Leaders See Their Greatest Exposures Emerging

Climate Risk in Focus: How Insurance Leaders See Their Greatest Exposures Emerging

Climate change continues to reshape risk landscapes across the insurance value chain — from underwriting and capital allocation to regulation and stakeholder expectations.

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Microinsurance Market Report: Market Dynamics, Key Players, and the Digital Evolution of Inclusive Insurance

Microinsurance Market Report: Market Dynamics, Key Players, and the Digital Evolution of Inclusive Insurance

The microinsurance market has emerged as one of the most promising frontiers in inclusive finance and social protection, bridging the gap between traditional insurance models and the needs of low-income populations.

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805B and Counting: Reinsurers Make Chaos Look Profitable

805B and Counting: Reinsurers Make Chaos Look Profitable

Reinsurers start 2025 with record capital and double-digit returns, proving that even chaos can be profitable when managed with discipline.

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U.S. International Investment Position, Q2 2025: Trends, Shifts, and Outlook

U.S. International Investment Position, Q2 2025: Trends, Shifts, and Outlook

The U.S. net international investment position (NIIP)—the difference between what U.S. residents own abroad and what foreigners own in the United States—stood at –$26.14 trillion at the end of the second quarter of 2025.

Gaston Brizuela Bosio
Research Deep DiveResearch Deep Dive
Global Reinsurance Market 2025: Record Capital, Sustained Profitability, and Evolving Efficiency Amid Market Normalization

Global Reinsurance Market 2025: Record Capital, Sustained Profitability, and Evolving Efficiency Amid Market Normalization

Reinsurance is the insurance of insurance companies, a vital mechanism that allows primary insurers to transfer portions of their risk portfolios to other parties in exchange for a premium.

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8.2% Uninsured: Cracks in America’s Coverage Map

8.2% Uninsured: Cracks in America’s Coverage Map

The U.S. health insurance landscape is showing visible cracks as uninsured rates climb and coverage patterns shift. The map isn’t collapsing—but it’s being redrawn under economic and regulatory pressure.

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Scott Bessent’s $20 Billion Bet: How Washington Is Wagering on Argentina’s Comeback

Scott Bessent’s $20 Billion Bet: How Washington Is Wagering on Argentina’s Comeback

In a rare alignment of fiscal discipline, monetary orthodoxy, and international diplomacy, Argentina is staging a comeback few would have thought possible just a year ago.

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Niche Over Scale: How Insurance M&A Preferences Are Splitting by Role

Niche Over Scale: How Insurance M&A Preferences Are Splitting by Role

The insurance M&A market is showing signs of internal divergence—not across firms, but within them.

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Insurance Under Pressure: Navigating Structural Shifts and Margin Realities Across the Healthcare Landscape

Insurance Under Pressure: Navigating Structural Shifts and Margin Realities Across the Healthcare Landscape

The 2024–2027 outlook for the insurance and healthcare financing ecosystem reveals a market caught between structural transition and cyclical normalization.

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Plug In & Pay Out: The EV Charging Station Gold Rush for Insurers

Plug In & Pay Out: The EV Charging Station Gold Rush for Insurers

As EV adoption surges, charging stations are emerging as critical infrastructure — and a fast-growing frontier for insurers seeking new premium opportunities.

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The Gold Run: Repricing Trust in the Age of Monetary Excess

The Gold Run: Repricing Trust in the Age of Monetary Excess

For most of the postwar era, the U.S. dollar has stood as the cornerstone of the international monetary system—a global benchmark for value, liquidity, and safety.

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