Podcasts about Munich Re

This week we talk about floods, wildfires, and reinsurance companies.We also discuss the COP meetings, government capture, and air pollution.Recommended Book: If Anyone Builds It, Everyone Dies by Eliezer Yudkowsky and Nate Soares TranscriptThe urban area that contains India's capital city, New Delhi, called the National Capital Territory of Delhi, has a population of around 34.7 million people. That makes it the most populous city in the country, and one of the most populous cities in the world.Despite the many leaps India has made over the past few decades, in terms of economic growth and overall quality of life for residents, New Delhi continues to have absolutely abysmal air quality—experts at India's top research hospital have called New Delhi's air “severe and life-threatening,” and the level of toxic pollutants in the air, from cars and factories and from the crop-waste burning conducted by nearby farmers, can reach 20-times the recommended level for safe breathing.In mid-November 2025, the problem became so bad that the government told half its workers to work from home, because of the dangers represented by the air, and in the hope that doing so would remove some of the cars on the road and, thus, some of the pollution being generated in the area.Trucks spraying mist, using what are called anti-smog guns, along busy roads and pedestrian centers help—the mist keeping some of the pollution from cars from billowing into the air and becoming part of the regional problem, rather than an ultra-localized one, and pushing the pollutants that would otherwise get into people's lungs down to the ground—though the use of these mist-sprayers has been controversial, as there are accusations that they're primarily deployed near air-quality monitoring stations, and that those in charge put them there to make it seem like the overall air-quality is lower than it is, manipulating the stats so that their failure to improve practical air-quality isn't as evident.And in other regional news, just southeast across the Bay of Bengal, the Indonesian government, as of the day I'm recording this, is searching for the hundreds of people who are still missing following a period of unusually heavy rains. These rains have sparked floods and triggered mudslides that have blocked roads, damaged bridges, and forced the evacuation of entire villages. More than 300,000 people have been evacuated as of last weekend, and more rain is forecast for the coming days.The death toll of this round of heavy rainfall—the heaviest in the region in years—has already surpassed 440 people in Indonesia, with another 160 and 90 in Thailand and Vietnam, respectively, being reported by those countries' governments, from the same weather system.In Thailand, more than two million people were displaced by flooding, and the government had to deploy military assets, including helicopters launched from an aircraft carrier, to help rescue people from the roofs of buildings across nine provinces.In neighboring Malaysia, tens of thousands of people were forced into shelters as the same storm system barreled through, and Sri Lanka was hit with a cyclone that left at least 193 dead and more than 200 missing, marking one of the country's worst weather disasters in recent years.What I'd like to talk about today is the climatic moment we're at, as weather patterns change and in many cases, amplify, and how these sorts of extreme disasters are also causing untold, less reported upon but perhaps even more vital, for future policy shifts, at least, economic impacts.—The UN Conference of the Parties, or COP meetings, are high-level climate change conferences that have typically been attended by representatives from most governments each year, and where these representatives angle for various climate-related rules and policies, while also bragging about individual nations' climate-related accomplishments.In recent years, such policies have been less ambitious than in previous ones, in part because the initial surge of interest in preventing a 1.5 degrees C increase in average global temperatures is almost certainly no longer an option; climate models were somewhat accurate, but as with many things climate-related, seem to have actually been a little too optimistic—things got worse faster than anticipated, and now the general consensus is that we'll continue to shoot past 1.5 degrees C over the baseline level semi-regularly, and within a few years or a decade, that'll become our new normal.The ambition of the 2015 Paris Agreement is thus no longer an option. We don't yet have a new, generally acceptable—by all those governments and their respective interests—rallying cry, and one of the world's biggest emitters, the United States, is more or less absent at new climate-related meetings, except to periodically show up and lobby for lower renewables goals and an increase in subsidies for and policies that favor the fossil fuel industry.The increase in both number and potency of climate-influenced natural disasters is partly the result of this failure to act, and act forcefully and rapidly enough, by governments and by all the emitting industries they're meant to regulate.The cost of such disasters is skyrocketing—there are expected to be around $145 billion in insured losses, alone, in 2025, which is 6% higher than in 2024—and their human impact is booming as well, including deaths and injuries, but also the number of people being displaced, in some cases permanently, by these disasters.But none of that seems to move the needle much in some areas, in the face of entrenched interests, like the aforementioned fossil fuel industry, and the seeming inability of politicians in some nations to think and act beyond the needs of their next election cycle.That said, progress is still being made on many of these issues; it's just slower than it needs to be to reach previously set goals, like that now-defunct 1.5 degrees C ceiling.Most nations, beyond petro-states like Russia and those with fossil fuel industry-captured governments like the current US administration, have been deploying renewables, especially solar panels, at extraordinary rates. This is primarily the result of China's breakneck deployment of solar, which has offset a lot of energy growth that would have otherwise come from dirty sources like coal in the country, and which has led to a booming overproduction of panels that's allowed them to sell said panels cheap, overseas.Consequently, many nations, like Pakistan and a growing number of countries across Sub-Saharan African, have been buying as many cheap panels as they can afford and bypassing otherwise dirty and unreliable energy grids, creating arrays of microgrids, instead.Despite those notable absences, then, solar energy infrastructure installations have been increasing at staggering rates, and the first half of 2025 has seen the highest rate of capacity additions, yet—though China is still installing twice as much solar as the rest of the world, combined, at this point. Which is still valuable, as they still have a lot of dirty energy generation to offset as their energy needs increase, but more widely disseminated growth is generally seen to be better in the long-term—so the expansion into other parts of the world is arguably the bigger win, here.The economics of renewables may, at some point, convince even the skeptics and those who are politically opposed to the concept of renewables, rather than practically opposed to them, that it's time to change teams. Already, conservative parts of the US, like Texas, are becoming renewables boom-towns, quietly deploying wind and solar because they're often the best, cheapest, most resilient options, even as their politicians rail against them in public and vote for more fossil fuel subsidies.And it may be economics that eventually serve as the next nudge, or forceful shove on this movement toward renewables, as we're reaching a point at which real estate and the global construction industry, not to mention the larger financial system that underpins them and pretty much all other large-scale economic activities, are being not just impacted, but rattled at their roots, by climate change.In early November 2025, real estate listing company Zillow, the biggest such company in the US, stopped showing extreme weather risks for more than a million home sale listings on its site.It started showing these risk ratings in 2024, using data from a risk-modeling company called First Street, and the idea was to give potential buyers a sense of how at-risk a property they were considering buying might be when it comes to wildfires, floods, poor air quality, and other climate and pollution-related issues.Real estate agents hated these ratings, though, in part because there was no way to protest and change them, but also because, well, they might have an expensive coastal property listed that now showed potential buyers it was flood prone, if not today, in a couple of years. It might also show a beautiful mountain property that's uninsurable because of the risk of wildfire damage.A good heuristic for understanding the impact of global climate change is not to think in terms of warming, though that's often part of it, but rather thinking in terms of more radical temperature and weather swings.That means areas that were previously at little or no risk of flooding might suddenly be very at risk of absolutely devastating floods. And the same is true of storms, wildfires, and heat so intense people die just from being outside for an hour, and in which components of one's house might fry or melt.This move by Zillow, the appearance and removal of these risk scores, happened at the same time global insurers are warning that they may have to pull out of more areas, because it's simply no longer possible for them to do business in places where these sorts devastating weather events are happening so regularly, but often unpredictably, and with such intensity—and where the landscapes, ecologies, and homes are not made to withstand such things; all that stuff came of age or was built in another climate reality, so many such assets are simply not made for what's happening now, and what's coming.This is of course an issue for those who already own such assets—homes in newly flood-prone areas, for instance—because it means if there's a flood and a home owner loses their home, they may not be able to rebuild or get a payout that allows them to buy another home elsewhere. That leaves some of these assets stranded, and it leaves a lot of people with a huge chunk of their total resources permanently at risk, unable to move them, or unable to recoup most of their investment, shifting that money elsewhere. It also means entires industries could be at risk, especially banks and other financial institutions that provide loans for those who have purchased homes and other assets in such regions.An inability to get private insurance also means governments will be increasingly on the hook for issuing insurance of last resort to customers, which often costs more, but also, as we've seen with flood insurance in the US, means the government tends to lose a lot of money when increasingly common, major disasters occur on their soil.This isn't just a US thing, though; far from it. Global reinsurers, companies that provide insurance for insurance companies, and whose presence and participation in the market allow the insurance world to function, Swiss Re and Munich Re, recently said that uninsurable areas are growing around the world right now, and lacking some kind of fundamental change to address the climate paradigm shift, we could see a period of devastation in which rebuilding is unlikely or impossible, and a resultant period in which there's little or no new construction because no one wants to own a home or factory or other asset that cannot be insured—it's just not a smart investment.This isn't just a threat to individual home owners, then, it's potentially a threat to the whole of the global financial system, and every person and business attached to it, which in turn is a threat to global governance and the way property and economics work.There's a chance the worst-possible outcomes here can still be avoided, but with each new increase in global average temperature, the impacts become worse and less predictable, and the economics of simply making, protecting, and owning things become less and less favorable.Show Noteshttps://www.nytimes.com/2025/11/30/climate/zillow-climate-risk-scores-homes.htmlhttps://www.nytimes.com/2025/11/30/climate/climate-change-disinformation.htmlhttps://www.nytimes.com/2025/11/30/world/asia/india-delhi-pollution.htmlhttps://www.nytimes.com/2025/11/30/world/asia/flooding-indonesia-thailand-southeast-asia.htmlhttps://www.bbc.com/news/articles/c5y9ejley9dohttps://www.theguardian.com/environment/2025/nov/22/cop30-deal-inches-closer-to-end-of-fossil-fuel-era-after-bitter-standoffhttps://theconversation.com/the-world-lost-the-climate-gamble-now-it-faces-a-dangerous-new-reality-270392https://theconversation.com/earth-is-already-shooting-through-the-1-5-c-global-warming-limit-two-major-studies-show-249133https://www.404media.co/americas-polarization-has-become-the-worlds-side-hustle/https://www.cnbc.com/2025/08/08/climate-insurers-are-worried-the-world-could-soon-become-uninsurable-.htmlhttps://www.imd.org/ibyimd/sustainability/climate-change-the-emergence-of-uninsurable-areas-businesses-must-act-now-or-pay-later/https://www.jec.senate.gov/public/index.cfm/democrats/2024/12/climate-risks-present-a-significant-threat-to-the-u-s-insurance-and-housing-marketshttps://www.weforum.org/stories/2025/04/financial-system-warning-climate-nature-stories-this-week/https://www.weforum.org/stories/2025/05/costs-climate-disasters-145-billion-nature-climate-news/https://arstechnica.com/science/2025/11/solars-growth-in-us-almost-enough-to-offset-rising-energy-use/https://ember-energy.org/latest-updates/global-solar-installations-surge-64-in-first-half-of-2025/ This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Two years ago we published guidance for the safe carriage of electric vehicles by sea. Much has changed since then and, as a result, we've updated our advice and issued a revised paper – available here: https://iumi.com/policy/position-papers/best-practice-paper-update-risk-mitigation-for-the-safe-ocean-and-short-sea-carriage-of-electric-vehicles/ In this podcast we are talking to two of the authors of the revised paper: Sebastian Kempka who is a senior consultant at KA Köln Assekuranz  and a member of IUMI's Loss Prevention Committee; and Ricky Braz, a master mariner and marine underwriter at Munich Re. Our guests discuss the updates and revisions and offer solid advice to all those involved in transporting electric vehicles by sea, including marine insurers.

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit einem der besten YouTube-Kanäle zu Aktien & Investments. https://www.youtube.com/@scalable.capital/videos Softbank verkauft NVIDIA und kauft OpenAI. CoreWeave verdoppelt Umsatz, fällt aber trotzdem. Fraport ist wieder so viel wert wie 2018, Redcare holt Amazon-Manager und Vodafone wächst. Munich Re enttäuscht und Sea Ltd. kämpft mit TikTok und Alibaba. Rheinmetall (WKN: 703000), Hensoldt (WKN: HAG000) & Co. haben lange nur den Weg nach oben gekannt. Jetzt wird die Luft dünn. Aber die Rüstungsausgaben der europäischen NATO-Länder steigen weiter. Diesen Podcast vom 12.11.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Der DAX schließt mit +0,5 % bei 24.088 Punkten. Der US-Senat einigt sich auf einen Übergangshaushalt bis 30.01., ausgefallene US-Daten werden nachgereicht. An der Wall Street dominieren Gewinnmitnahmen, der ZEW-Index trübt sich ein. Der Euro steht bei 1,1596 USD. Beweger: Hensoldt -8,4 % nach vorsichtigen Margenzielen. Munich Re +0,2 % ohne Prognoseanhebung. K+S mit Q3-Ebitda +68 % auf 111 Mio. Euro, Umsatz 879 Mio. Euro, Jahresziel 570-630 Mio. Euro; Durchschnittspreis 336 Euro/t. Unternehmen & Tech: SoftBank verkauft 32,1 Mio. Nvidia-Aktien vollständig, erlöst 5,8 Mrd. USD; Nvidia -2,6 %. 1&1 migriert 12,5 Mio. Mobilfunkkunden ins eigene Kernnetz. Google plant 5,5 Mrd. Euro für Rechenzentren in Dietzenbach und Hanau. Microsoft investiert 10 Mrd. USD in KI-Infrastruktur in Sines mit 12.600 GPUs. BASF bereitet den Börsengang der Agrarsparte bis 2027 in Frankfurt vor und bleibt Mehrheitsaktionär. Heute ist Di. Heiko Thieme-Tag.

mmobilienmarkt in Bayern hat sich entspannt / deutliche Rentensteigerung angekündigt / Munich Re mit Gewinnsprung // Beiträge von: Rigobert Kaiser, Nikolas Nützel / Moderation: Stephan Lina

Ben Tucker, CEO, Munich Re Specialty Global Markets in North America, discusses expanding marine and cyber business lines, the evolving underwriting landscape, and how emerging technologies like AI are reshaping risk and opportunity.

La aseguradora alemana Munich Re advierte sobre el riesgo de disturbios civiles en una Europa de bajo crecimiento. Clarisse Kopff, miembro del consejo de administración responsable de las operaciones en Europa y América Latina, señala que las tasas de crecimiento en Europa más bajas en comparación con EEUU y China ya están generando tensiones.. “esto ejercerá presión sobre el poder adquisitivo de los ciudadanos europeos y podría provocar más disturbios”. Por otra parte, el canciller alemán Friedrich Merz insta a Europa a trabajar sus fortalezas y a incrementar su capacidad defensiva para poder erigirse a su vez como potencia de paz, al tiempo que asegura que ni Alemania ni Europa ni la OTAN representan una amenaza para nadie. En clave empresarial, Nestlé planea recortar 16.000 empleos mientras el nuevo director ejecutivo, Philipp Navratil, busca acelerar la recuperación del grupo. Y apenas tres días depsués de su nombramiento, el primer ministro francés Sébastien Lecornu sale ganador de las dos mociones de censura. En La Tertulia de Cierre de Mercados debatiremos la actualidad con Pedro Fernández, abogado y profesor, y Juan Pablo Calzada, economista y analista financiero.

In this episode, Robin Merttens is joined by Julian Schoemig, CEO and Co-founder of Diesta, to explore why payments and settlements remain one of the insurance industry's biggest unsolved problems, and what it will take to fix them. From his early days selling boxing machines to Munich pubs to underwriting aviation at Munich Re, Julian's career has been shaped by a single truth: business doesn't count until the cash is in the bank. That mindset now underpins Diesta, a company building the financial plumbing to help insurers, brokers and MGAs move money with greater clarity, speed and control. In this conversation, Julian shares: Why insurance payment flows are so complex — and how that creates systemic risk What makes insurance different from other industries that rely on intermediated transactions The scale of the problem: seven times more money moves than is written in premium How Diesta connects policy systems, banks and documents to create a single source of truth Why traditional reconciliation tools fall short for insurance finance teams The real-world impact of unallocated cash, overpayments and delayed settlements What he's learned from building a product in a “boring but broken” space Why now is the right time for vertical, API-first infrastructure in insurance The case for making payments a first-class metric in performance and incentives Sign up to the InsTech newsletter for a fresh view on the world every Wednesday morning. Continuing Professional Development This InsTech Podcast Episode is accredited by the Chartered Insurance Institute (CII). By listening, you can claim up to 0.5 hours towards your CPD scheme. By the end of this podcast, you should be able to meet the following Learning Objectives: Specify the technological and structural reasons why insurance payment flows are more complex than in other industries. Explain how Diesta's payment operations layer integrates with existing systems to streamline cash flow. Define the concept of a financial subledger in the context of intermediated insurance. If your organisation is a member of InsTech and you would like to receive a quarterly summary of the CPD hours you have earned, visit the Episode 376 page of the InsTech website or email cpd@instech.co to let us know you have listened to this podcast. To help us measure the impact of the learning, we would be grateful if you would take a minute to complete a quick feedback survey.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Rätselraten um Tesla, eine Mega-Kapitalerhöhung bei Orsted und Dividendenglück bei Hannover Rück. Außerdem geht es um BNP Paribas, Crédit Agricole, Société Générale, Munich Re, Talanx, Redcare Pharmacy, Figma, HubSpot, Salesforce, Expedia Group, TripAdvisor, Mattel, PlugPower, AMD, Oracle, Nvidia, Amazon, Alphabet, Microsoft, Broadcom, Novo Nordisk, Nvidia, Rheinmetall, Renk, Palantir, Allianz, ASML Holding, Apple, Deutsche Telekom, Droneshield, iShares Core MSCI World (WKN: A0RPWH), der Vanguard FTSE All-World (WKN: A2PKXG), VanEck Morningstar Developed Markets Dividend Leaders (WKN: A2JAHJ), VanEck Defense (WKN: A3D9M1), WisdomTree Europe Defence (WKN A40Y9K), Xtrackers Artificial Intelligence & Big Data (WKN: A2N6LC) und iShares S&P 500 Information Technology (WKN A142N1).  Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article104636888/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Im BX Morningcall werden folgende Aktien analysiert und erklärt: Intesa Sanpaolo, Howmet Aerospace & Iberdrola inklusive Rebalancing 3 neue Aktien

Ponemos el foco en valores como Daimler Truck, Thyssenkrupp, Salzgitter, SSAB y Outokumpu, ENI, Munich Re y Essilor Luxottica. Con Antonio Aspas, socio de Buy & Hold Gestión de Activos.

En el Consultorio de Bolsa de Capital Intereconomía, Miguel Méndez, analista independiente, analiza la situación del mercado en un contexto en el que septiembre, tradicionalmente un mes complicado, se muestra con un tono positivo. Sobre la valoración de los índices, Méndez señala que “sigue alcista y todavía puede haber alguna subida que sorprenda. Estamos teniendo en cuenta un septiembre positivo cuando suele ser el peor mes. Ahora mismo hay apetito por el riesgo, el riesgo manda”. Respecto a valores europeos, el experto pone el foco en Munich Re y Commerzbank. En el caso de la aseguradora, explica que “no lo están haciendo bien los últimos días, pero tengo la sensación de que volverán a brillar a final de año. Munich Re, mantendría la posición, no me asusta mucho la caída”. Para la banca alemana, recomienda prudencia. “con Commerzbank, tenemos que pensar en que la banca ha dado mucho dinero, yo optaría por cerrar la posición y buscar otras series”. Sobre Nu Holdings, destaca su fortaleza y asegura que “no puedo decir nada malo” En cuanto a tecnológicas, el analista se detiene en Meta y Amazon. “En Meta no pondría un stop muy ajustado porque creo que puede continuar, no hay nada que me diga que haya que salirse”, afirma. En el caso de Amazon, mantiene una visión alcista. “Tengo la sensación de que va a romper máximos, pondría un stop en el 219,90. Seguiría con la serie en cartera” comenta.

Das Handelsblatt Research Institute erwartet keine nachhaltigen Wachstumsimpulse durch das gigantische Schuldenpaket der Bundesregierung. Außerdem: Diese Dax-Werte bieten stabile Ausschüttungen.

Heute bei Aktien fürs Leben:Der Wochenrückblick: Ist die Krise in Frankreich jetzt zu Ende? Und wenig überzeugende Neuigkeiten bei Apple (02:13)/The Trend is your Friend: Kann die Oracle-Aktie noch steigen? (11:13)/Wahre Größe: Wie der Schweizer Versicherer Chubb Limited stabil durch die Krisen bleibt (18:22)/Deal or no Deal: der Börsengang des Zahlungsdienstleisters Klarna (25:58)//Um folgende Aktien geht es: Apple (WKN: 865985), Oracle (871460), SAP (716460), Chubb Ltd (A0Q636), Munich Re (843002), Klarna (A414N7) und Paypal (A14R7U).+++Keine Anlageberatung oder -empfehlung. Alle Angaben ohne Gewähr, diese stellen keinen Ersatz für eine professionelle und individuelle Beratung dar. Wertentwicklungen der Vergangenheit sind kein Indikator für zukünftige Wertentwicklung. +++Weitere Infos zu unseren Werbepartnern finden Sie hier: https://linktr.ee/aktienfuers_leben+++60 Tage lang kostenlos Capital+ lesen - Zugriff auf alle digitalen Artikel, Inhalte aus dem Heft und das ePaper. Unter Capital.de/plus-gratis+++Unsere allgemeinen Datenschutzrichtlinien finden Sie unter https://datenschutz.ad-alliance.de/podcast.html +++ Wir verarbeiten im Zusammenhang mit dem Angebot unserer Podcasts Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html +++Unsere allgemeinen Datenschutzrichtlinien finden Sie unter https://art19.com/privacy. Die Datenschutzrichtlinien für Kalifornien sind unter https://art19.com/privacy#do-not-sell-my-info abrufbar.

n dieser Woche richtet sich Europas Blick auf Frankreich, wo ein Regierungsbruch droht. Das EZB-Treffen dürfte dagegen weniger Einfluss auf die Börsen haben. In den USA stehen Inflation und Verbraucherstimmung im Fokus. Zum Wochenstart stehen aus Unternehmenssicht vor allem die Rückversicherer Munich Re und Hannover Rück im Rampenlicht – Grund ist das jährliche Branchentreffen in Monte-Carlo. Welche weiteren Termine und Entscheidungen in dieser Woche anstehen und welche Ereignisse Sie unbedingt im Blick behalten sollten, erfahren Sie jetzt in unserem Podcast: Agenda 2025 – Die Woche in 5 Minuten. Dieser Podcast wurde durch eine KI-Stimme gesprochen. BNP Paribas Zertifikate im Web [https://derivate.bnpparibas.com/](https://derivate.bnpparibas.com/) Wichtige rechtliche Hinweise [https://derivate.bnpparibas.com/service/rechtliche-hinweise/](https://derivate.bnpparibas.com/service/rechtliche-hinweise/) Grundsätze zur Weitergabe von Anlage- und Anlagestrategieempfehlungen sowie Informationen über eigene Interessen und Interessenkonflikte: [https://derivate.bnpparibas.com/service/disclosure/grundsatze-zur-weitergabe-von-anlage--und-anlagestrategieempfehlungen/](https://derivate.bnpparibas.com/service/disclosure/grundsatze-zur-weitergabe-von-anlage--und-anlagestrategieempfehlungen/) Informationen über Interessen und Interessenkonflikte des Erstellers: https://feingoldresearch.de/impressum/?lid=q6uvv0u30t4f

Derek and Edgi share four safe dividend stocks for September ,Accenture, Fuchs Petrolub, Canadian Natural Resources, and Munich Re. They also cover market news on Sanofi, Novo Nordisk, and T. Rowe Price, discuss dividend hikes, and tackle listener questions on gifting stocks, building a five-stock portfolio, and the dividend growth vs. high yield debate.

Listen to this podcast episode for a recap of top catastrophe bond, insurance-linked securities and alternative reinsurance capital news, from the week-ending August 31st 2025. Listen to a recap of Artemis' most read catastrophe bond and insurance-linked securities (ILS) news of the last week. We hope this summary provides an easy way to listen to a recap of some of last week's top stories. This week we covered: a new CEO for Nephila Capital; Sompo acquiring Aspen Insurance Group; Enstar Group launches its first sidecar; Munich Re exec cautions on staying power of ILS capital; PartnerRe Capital Management hires Benjamin Baltesar; Aon says alternative capital hits $121bn record high; Twelve Securis appoints Paul Larrett as Head of Private ILS; AM Best on expectations for the cat bond market to continue growing and reinsurance efficiency; and Howden Re's David Flandro on the reinsurance cycle. 

Listen to this podcast episode for a recap of top catastrophe bond, insurance-linked securities and alternative reinsurance capital news, from the week-ending August 24th 2025. Listen to a recap of Artemis' most read catastrophe bond and insurance-linked securities (ILS) news of the last week. We hope this summary provides an easy way to listen to a recap of some of last week's top stories. This week we covered: Hannover Re launching a new Bermuda ILS platform; Swiss Re taking over from Munich Re at the top of AM Best's ranking of the world's largest reinsurers for companies that report under IFRS 17; JP Morgan saying cat bonds are not the main source of price pressure; AM Best on the soft but still profitable reinsurance market; how cat bonds are assuming more wildfire risk; VP Bank saying ILS remains one of the best diversifying asset classes; Antares CEO commenting on the property retro space; Howden Re on property cat pricing; life and annuity sidecar expansion; and more.

Recent Ten Across Conversations episodes have considered how current changes in staffing, research, and responsibilities within federal agencies like FEMA and NOAA may affect disaster readiness and response at the local level. Many cities find themselves pressed to rethink how their own limited resources might secure the information and support necessary to address the growing risks they face.  Collaborative regional networks are proving to be one way to achieve much greater returns on investments of local time and funds. The Mississippi River Cities and Towns Initiative (MRCTI) has become an outstanding example of this type of work. Formed in 2012, this innovative coalition of 105 mayors from cities along the main stem of the Mississippi has spearheaded programs in vital policy areas including clean water, sustainable economies, and climate resilience.  Among their most interesting efforts from a Ten Across perspective is the pilot parametric insurance policy MRCTI is developing with global reinsurer Munich Re. When realized, this program would allow member cities to opt in to a customized, shared insurance pool that could rapidly fund local emergency response based on predefined environmental trigger events.  Listen in as City of Gretna Mayor and MRCTI Louisiana Chair Belinda Constant joins MRCTI's executive director, Colin Wellenkamp, and Ten Across founder Duke Reiter to discuss how collaboration can help defend against more frequent and costly risks.  Relevant articles and resources  “Trump moves to end NASA missions measuring carbon dioxide and planet health” (PBS, August 2025)  “Trump, who called FEMA ‘slow,' is making people wait months for help” (E&E News by Politico, May 2025)  “As Mississippi River towns experience whiplash between drought and flood, mayors look to new insurance model” (The Lens, November 2024)  Relevant Ten Across Conversations podcasts  Why the Ten Across Geography Needs FEMA with Dr. Samantha Montano  Beyond the Forecast: TV Meteorologists Weight in on Climate Challenges  Past and Future Resilience Along the Mississippi with Boyce Upholt  Want to Understand the Future of Climate Resilience? Look to the Gulf Coast  Credits:Host: Duke ReiterProducer and editor: Taylor Griffith Music by: Jakob Ahlbom and Lennon HuttonResearch and support provided by: Kate Carefoot, Rae Ulrich, and Sabine ButlerAbout our guestsRep. Colin Wellenkamp is the executive director of the Mississippi River Cities and Towns Initiative and an elected member of the Missouri House of Representatives.  His extensive career in the legal and policy fields has been focused on advocating and advancing public interests through improving local government functions and the activity of the business world. Colin has a B.A. in Environmental Studies from Saint Louis University, a J.D. from Creighton University School of Law, and a Master of Laws (LL.M.) in Sustainable Development Law from George Washington University Law School.    Mayor Belinda Constant is the mayor of the City of Gretna, Louisiana and the first woman elected to the city council or mayorship. Elected as mayor in 2013, she has led a variety of resilience initiatives for the city, including the Gretna 2030 plan and Stormwater Master Plan. She became a member of the Mississippi River Cities and Towns Initiative shortly after it was formed in 2012 and has served as co-chair and current Louisiana Chair of the organization.  

Während sich S&P 500 und Nasdaq in der Nähe der Rekordhochs halten, war der DAX zuletzt auf einer Berg- und Talfahrt. Dabei sind gerade Rüstungs-Aktien wie Rheinmetall, unter die Räder gekommen.

Listen to this podcast episode for a recap of top catastrophe bond, insurance-linked securities and alternative reinsurance capital news, from the week-ending August 10th 2025. Listen to a recap of Artemis' most read catastrophe bond and insurance-linked securities (ILS) news of the last week. We hope this summary provides an easy way to listen to a recap of some of last week's top stories. This week we covered: Munich Re's CEO commenting on price pressure from ILS being non-existent; Progressive adding parametric aggregate convective storm reinsurance; the Texas Windstorm Insurance Association (TWIA) discusses early redemptions for cat bonds as its funding needs change; Blackstone backs an F&G life sidecar with $1bn; Fermat Capital Management closes the long-standing GAM FCM Cat Bond Fund and replaces it with its own-brand offshore cat bond strategy; Berenberg analysts say reinsurance attachments are worth a 20-30% pricing benefit; Swiss Re highlights the significant catastrophe loss burden from the first-half; cat bond returns boosted by the return of seasonality in July; and more.

Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Tim Cook macht geiles Investment. Münchener Rück hat Preisdruck. Twilio auch. Under Armour & Sweetgreen haben Mehrfachdruck. Softbank geht's gut. Die mögen NVIDIA und Eutelsat. Trade Desk (WKN: A2ARCV) hat ein Problem. Sind's die großen Kunden oder die großen Konkurrenten oder beides? Die Börse hat Angst. Fliegen wird immer teurer, aber nicht immer profitabler. Delta (WKN: A0MQV8) und United (WKN: A1C6TV) suchen neue Geldquellen. Diesen Podcast vom 11.08.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

POTUS suggested there will be India tariff talks until things are resolved; Bessent said China tariffs can be on the table "at some point".Trump appointed CEA Chair Miran as a temporary replacement to fill Kugler's seat at the Fed; BBG reported that Waller is now favourite for Chair.European futures point to a firmer cash open, APAC handover mixed amid earnings and into tariff updates.DXY firmer with G10s mixed/flat, USTs weak following a poor 30yr tapCrude remained near Thursday's lows with newsflow since the Putin-Trump updates light, gold indecisive, copper firmerLooking ahead, highlights include Canadian Jobs Report (Jul), Japanese LDP Joint Plenary Meeting, Speakers including BoE's Pill & Fed's Musalem, Earnings from fuboTV, Tempus AI, Wendy's, AMC Networks, Munich Re & Bechtle.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Der Goldpreis erreicht ein neues Rekordhoch von rund 3.534,10 US-Dollar. Dies wurde durch Berichte über neue US-Zölle auf bestimmte Goldbarren befeuert, wobei vor allem die Schweiz betroffen wäre, da dort große Mengen Gold eingeschmolzen und exportiert werden. An den New Yorker Börsen gab es zur Eröffnung neue Rekorde, der Nasdaq 100 startete mit 23.479 Punkten, was einem Plus von knapp 0,4 % entspricht. Haupttreiber waren Tech-Schwergewichte wie Nvidia, Apple, Alphabet und Amazon. Der DAX zeigte sich heute eher uninspiriert und schloss unverändert bei 24.193 Punkten. Besonders die Verluste von Munich Re, die um 7,0 % einbrachen und das Schlusslicht im DAX bildeten, belasteten den Markt. Die Aktionäre von Thyssenkrupp stimmten für den geplanten Börsengang der Marine-Tochter TKMS. Aus der Unternehmenswelt gab es gemischte Meldungen: Munich Re erzielte einen Rekordüberschuss von 2,4 Mrd. € im Q2 (+30 %), während die Aktie dennoch um 8 % fiel. Thyssenkrupp Marine Systems plant einen Börsengang im Oktober, während RTL Group im ersten Halbjahr einen Umsatzrückgang von 3,2 % verzeichnete. Deutsche Wohnen steigerte das operative Ergebnis um über 20 %, musste jedoch einen Verlust von 53,5 Mio. € hinnehmen. Eine Idee von Benjamin Graham "Investieren ist nicht, was man weiß - sondern wie man sich verhält."

Diese Woche mit Verena Kern und Jonas Waack Um hohe Zölle zu vermeiden, hat sich die EU unter anderem zu sehr umfangreichen fossilen Energie-Importen aus den USA bereit erklärt - im Wert von 750 Milliarden Dollar bis zur nächsten US-Präsidentschaftswahl in drei Jahren. Das wäre eine Vervierfachung des bisherigen Volumens. Die US-Gas-Industrie freut sich. Doch wie das funktionieren soll, ist völlig unklar. Naturkatastrophen haben im ersten Halbjahr 2025 deutlich mehr Schäden verursacht als im Durchschnitt der vergangenen 30 Jahre, zeigt ein Bericht des Rückversicherers Munich Re. Der Klimawandel wird zunehmend gefährlich für den Finanzsektor. Vor zehn Jahren beschlossen alle UN-Mitgliedsstaaten die globalen Nachhaltigkeitsziele, die Sustainable Development Goals, kurz SDGs. Der neue Fortschrittsbericht zeigt eine ernüchternde Bilanz. Die Weltgemeinschaft steuert deutlich an ihren selbst gesetzten Zielen vorbei. Woran das liegt und wie Deutschland abschneidet, damit beschäftigen wir uns in dieser Podcast-Folge. -- Das klima update° wird jede Woche von Spender:innen unterstützt. Wenn auch du dazu beitragen willst, geht das HIER https://www.verein-klimawissen.de/spenden. Wir danken hier und jetzt - aber auch noch mal namentlich im Podcast (natürlich nur, wenn ihr zustimmt).

Die Themen im heutigen Versicherungsfunk Update sind: GKV-Spitzenverband kritisiert Haushaltsplan 2026 als „Augenwischerei“ Der heute vom Bundeskabinett zu beschließende Haushaltsplan für 2026 sieht – wie bereits für 2025 – keine zusätzlichen Steuermittel für versicherungsfremde Leistungen in der gesetzlichen Kranken- und Pflegeversicherung vor. Stattdessen sind erneut lediglich Darlehen vorgesehen. Der GKV-Spitzenverband kritisiert die fehlende Gegenfinanzierung als unzureichend und warnt vor weiterem Beitragsdruck. „Eine Gesundheitsversorgung auf Pump ist kein überzeugendes Zukunftskonzept“, so Vorstand Oliver Blatt. Neuer BVK-Gehaltstarif: 8,5 % mehr Gehalt ab Juli 2025 Der neue Gehaltstarifvertrag für Versicherungsvermittler ist am 1. Juli 2025 in Kraft getreten. BVK-Mitgliedsbetriebe profitieren von einer zweistufigen Gehaltserhöhung: 8,5 % rückwirkend ab Juli 2025, gefolgt von 2,0 % ab Juli 2026. Auch die Ausbildungsvergütungen wurden deutlich angehoben. Die Tarifunterlagen stehen exklusiv im BVK-Mitgliederbereich zur Verfügung. Die Verhandlungen zum Manteltarifvertrag sollen nach der Sommerpause fortgesetzt werden. Naturkatastrophen verursachen 131 Mrd. US-Dollar Schaden Im ersten Halbjahr 2025 verursachten Naturkatastrophen weltweit Schäden von rund 131 Mrd. US-Dollar – deutlich über dem Langzeitdurchschnitt. Allein die Waldbrände bei Los Angeles schlugen mit 53 Mrd. US-Dollar zu Buche und gelten als teuerste Feuerkatastrophe aller Zeiten. 80 Mrd. US-Dollar waren versichert – der zweithöchste Halbjahreswert seit 1980. Munich Re warnt vor zunehmenden Wetterrisiken durch den Klimawandel und fordert stärkere Prävention. Bundeskabinett beschließt NIS2-Umsetzung – Bitkom warnt vor Sicherheitslücken Deutschland holt bei der NIS-2-Umsetzung auf: Das Bundeskabinett hat heute den Gesetzentwurf zur Stärkung der Cybersicherheit beschlossen. Der Digitalverband Bitkom begrüßt den Schritt, sieht aber Änderungsbedarf: Die öffentliche Verwaltung sei zu wenig eingebunden, und für Unternehmen fehle in Teilen Klarheit. Bitkom-Präsident Dr. Ralf Wintergerst fordert eine schnelle Nachbesserung im parlamentarischen Verfahren – auch angesichts des EU-Vertragsverletzungsverfahrens. MAXPOOL und Hanseatic Versicherungsdienst starten Kooperation Der Hamburger Maklerpool MAXPOOL und der Hanseatic Versicherungsdienst (HVD), ein Unternehmen der OTTO Group, kooperieren künftig im Bereich der Privatkundenbetreuung. Ziel der Zusammenarbeit ist es, Prozesse zu optimieren, digitale Services auszubauen und Kapazitäten für die persönliche Kundenberatung zu stärken. Beide Unternehmen wollen damit ihre Position im Markt langfristig festigen. Die Anbindung des HVD erfolgt vor dem Hintergrund eines starken Umsatzwachstums bei MAXPOOL im ersten Halbjahr 2025. Ascendia holt M&A-Experten Philip Geusen an Bord Die Ascendia Gruppe GmbH hat zum 1. Juli 2025 die neu geschaffene Position des Head of Platform M&A mit Philip Geusen besetzt. In dieser Rolle soll Geusen die Maklernachfolge-Strategie der Gruppe weiterentwickeln und Partnerunternehmen bei lokalen Zukäufen unterstützen. Der Gründer der MyVers24 Versicherungsmakler GmbH bringt Erfahrung aus über 30 begleiteten Nachfolgen mit. Die Ascendia Gruppe ist aktuell in drei Ländern mit über 20 Standorten aktiv.

Listen to this podcast episode for a handy recap of top catastrophe bond, insurance-linked securities and alternative reinsurance capital news, from the week-ending July 27th 2025. Listen to a recap of our most read catastrophe bond and insurance-linked securities (ILS) news of the last week. We hope this summary provides an easy way to listen to a recap of some of last week's top stories. This week we covered: the expansion of the catastrophe bond sponsor base and the fact more cat bond sponsors are returning to layer on more deals; commentary from RenaissanceRe's CEO that investors are disciplined and return-focused; news of new ILS investments being made from Eaton Vance's mutual fund line-up; the continued expansion of the UCITS catastrophe bond fund sector; Munich Re signalling that loss activity was lower in Q2 and what that means for results; plus more on RenRe's results and growing ILS fee income haul.

Our Summer Playlist rolls on this week with Theresa Kammel and Pierre Buisson, Originator and Senior Structurer of Weather & Agro Zurich at Munich Re. David Greely sits down with them to discuss the role of weather derivatives in managing weather-related risks — and how the market for these derivatives is growing and becoming more sophisticated with the energy transition to renewables like wind and solar.

Die Themen im heutigen Versicherungsfunk Update sind: Arag kündigt alle Kfz-Versicherungen Die Arag Allgemeine Versicherungs-AG beendet zum 31. Dezember 2025 endgültig ihr Engagement in der Kfz-Versicherung. In einem aktuellen Schreiben an ihre Kunden kündigt das Unternehmen alle noch bestehenden Verträge. Die Begründung: Man wolle sich auf die eigenen Kernkompetenzen konzentrieren, insbesondere auf Rechtsschutz-, Sport-, Sach-, Haftpflicht- und Unfallversicherungen. Mehr dazu >>> Munich Re bekommt neuen Vorstandsvorsitzenden Munich Re-Vorstandschef Joachim Wenning wird seine Vorstandstätigkeit nach reiflicher Überlegung nicht über den 31. Dezember 2025 hinaus fortführen, sondern aus persönlichen Gründen und mit Abschluss des Strategieprogramms „Ambition 2025“ in den Ruhestand gehen. Zum Nachfolger wurde mit Wirkung ab 1. Januar 2026 Christoph Jurecka ernannt. Andrew Buchanan wurde ebenfalls ab 1. Januar 2026 neu in den Vorstand berufen. Er tritt die Nachfolge von Christoph Jurecka als CFO von Munich Re an. Darüber hinaus wurde Robin Johnson mit Wirkung ab 1. August 2025 zum Mitglied des Vorstands bestellt. Er übernimmt die neu geschaffene Rolle des Chief Technology Officer (CTO) von Munich Re. Mehr dazu >>> Hans John übernimmt CoNav Consulting Die Hans John Versicherungsmakler GmbH und die CoNav Consulting GmbH & Co. KG bündeln ab sofort ihr Know-how und ihre Kräfte. Die Hans John Versicherungsmakler GmbH wird die Betreuung der bisherigen CoNav-Verträge übernehmen. Insbesondere Jüngere unzufrieden mit privater Absicherung Bei der privaten Absicherung gegen Unfälle, Krankheiten oder Berufsunfähigkeit ist die Zufriedenheit unter den Befragten der Generation X, der Millennials und der Generation Z insgesamt geringer als bei den älteren Befragten. Jeweils rund ein Viertel der jüngeren Generationen ist sogar ausdrücklich unzufrieden mit der eigenen Absicherung. Unter den Babyboomern äußert sich nur jeder Fünfte unzufrieden. Das geht aus einem Bericht des Markt- und Sozialforschungsinstituts Ipsos zum Finanzverhalten der verschiedenen Generationen mit Daten aus dem Ipsos Finanzmarktpanel hervor. Nur ein Drittel der Deutschen hat ein Testament Die Hälfte der Deutschen hat sich nach eigenen Angaben noch nicht mit dem Thema Vererben auseinandergesetzt (50 %). Ein Drittel hat bereits ein Testament gemacht (33 %). Vor allem ältere Menschen über 60 regeln ihren Nachlass (45 %). Das zeigt eine aktuelle repräsentative Umfrage des unabhängigen Geldratgebers Finanztip. BCA startet Initiative für Jungmakler Der Maklerpool BCA AG bringt eine Initiative für Jungmakler an den Start: der BCA Builders Club #frshmnds. Die BCA unterstützt Brancheneinsteiger, Jungunternehmer und Neudenker mit einem spezifischen Angebot auch in der unternehmerischen Entwicklung und Entfaltung. Jungmakler finden Rat, Unterstützung und Austausch im BCA Builders Club #frshmnds.

“If you cannot change the system, change the frigging system… Women, when we have our money, are more likely to start an impact fund business or something. So, we have really got to get out of our way and just take the risk. " Tracy Gray at The Earth Day Women's Summit 2025 Innovative financing models are urgently needed to tackle the climate crisis, but significant gaps persist. Research shows that women and people of color deliver stronger returns yet continue to be underrepresented. Meanwhile, the insurance industry must confront the mounting risks of climate disasters.   So how can our financial systems better support women-led and minority-owned businesses, fund climate resilience and provide high return of investments?  Listen to this live recording of a riveting panel at The Earth Day Women's Summit at Earthx2025, moderated by Kristina Wyatt, Chief Sustainability Officer & Deputy General Counsel, Persefoni. You'll hear from Enya He, consultant with Munich Re and insurance industry expert, on how the insurance sector is confronting escalating climate risks. Shelly Porges, Managing Partner, Beyond the Billion, who shares strategies for women to access capital and build powerful allyships. Tracy Gray, Founder & Managing Partner of The 22 Fund, who sheds light on the systemic barriers that women and people of color face in securing venture capital. Kristina Wyatt, Chief Sustainability Officer & Deputy General Counsel, Persefoni.   “One strategy that I encourage every woman to consider, is to make men your allies because they control most of the assets. Not all men will be your allies. But if you look at the men in your lives who have been supportive of you or know what you're capable of, who have seen how hard you've worked, who've seen your successes, who have seen how much you've influenced other people, all of the above, then you can make men your allies.” Shelly Porges at The Earth Day Women's Summit 2025   You'll also like: Climate Is A Security Emergency – from The Earth Day Women's Summit 2025, with a top climate scientist and geopolitical expert Food, Fashion & Ag vs. Climate Change – from The Earth Day Women's Summit 2025, with top scientists and innovators in these fields What's The Role Of Business Today In Addressing The Climate Crisis? - from The Earth Day Women's Summit 2025, with top business leaders Rewriting The Climate Conversation - - from The Earth Day Women's Summit 2025, with top communicators, including a Hollywood producer and conservative voice Shelly Porges, Co-Founder & Managing Partner, Beyond the Billion Dollar Fund, on funding women entrepreneurs Kristina Wyatt, Chief Sustainability Officer & Deputy General Counsel, Persefoni, on climate disclosure rules. Joan Michelson's Forbes article from SXSW London: Leapfrog, Transform Capitalism And Embrace Women's Strengths For Climate-Positive Economy Read more of Joan's Forbes articles here. More from Electric Ladies Podcast! JUST LAUNCHED: Join our global community at electric-ladies.mykajabi.com! For a limited time, be a member of the Electric Ladies Founders' Circle at an exclusive special rate.  Elevate your career with expert coaching and ESG advisory with Electric Ladies Podcast. Unlock new opportunities, gain confidence, and achieve your career goals with the right guidance. Subscribe to our newsletter to receive our podcasts, articles, events and career advice – and special coaching offers. Thanks for subscribing on Apple Podcasts, iHeart Radio and Spotify and leaving us a review! Don't forget to follow us on our socials Twitter: @joanmichelson LinkedIn: Electric Ladies Podcast with Joan Michelson Twitter: @joanmichelson Facebook: Green Connections Radio

Herzlich willkommen zur 307. Episode von Irgendwas mit Recht: Marc Ohrendorf spricht mit Julia Schubring-Giese von Munich Re über ihren ungewöhnlichen Weg vom Azubi zur Senior Executive in der Rückversicherung sowie über die Frage, warum sie sich trotz guter Jobchancen für das zweite Staatsexamen entschied. Was macht man als Jurist im Claims-Management und Corporate Underwriting? Wie funktioniert das Geschäftsmodell der Rückversicherung? Wie managed man eine globale Krise wie Covid-19 oder kalifornische Waldbrände in Milliardenhöhe? Warum kann ein Mathematiker im selben Büro sitzen wie eine Juristin – und beide profitieren davon? Weshalb legt Munich Re so viel Wert auf Motivation im Anschreiben und wirtschaftliches Verständnis von Juristinnen und Juristen? Neben Antworten auf diese Fragen gibt Julia Euch Einblicke in flexible Arbeitsmodelle, die Vereinbarkeit von drei Kindern und Topmanagement-Job, beschreibt Bewerbungsprozesse, Trainee-Programme und welche Fähigkeiten für juristische Karrieren in einem internationalen Konzern wichtig sind. Zudem diskutieren Marc und Julia, ob man heute noch ein Referendariat braucht, wann der richtige Zeitpunkt für Kinder ist und welche Chancen sich aus einem breiten Netzwerk ergeben. Antworten auf diese und viele weitere Fragen erhaltet Ihr in dieser Folge von IMR. Viel Spaß!

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit Flatrate und Zinsen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. On, Sea & JD.com zeigen, wie Wachstum geht. Bayer feiert trotz Rückgang. Munich Re und Hannover Rück hatten zähe Verhandlungen. Coinbase ist im S&P 500. Microsoft & Nissan entlassen. UnitedHealth setzt Giga-Crash fort. NVIDIA feiert Trump. Versicherungen sind eigentlich stabile Langweiler an der Börse. In letzter Zeit sind sie krasse High-Performer. Wie gibt's das? Und wie analysiert man Versicherungsaktien? Wir klären auf. Diesen Podcast vom 14.05.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

APAC stocks traded mostly higher following the rally on Wall St owing to the US-China trade war de-escalation after both sides agreed to cut tariffs by 115ppts for an initial period of 90 days, although some of the gains were capped as the euphoria began to moderate.White House Executive Order said US will cut the minimum tariff on China shipments from 120% to 54%, and a minimum flat fee of USD 100 is to remain.DXY took a breather and gave back some of yesterday's firm gains; 10yr UST futures traded rangebound after recently suffering from a lack of haven appealEuropean equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.2% after the cash market finished with gains of 1.6% on Monday.Looking ahead, highlights include UK Jobs, German ZEW, US CPI, Speakers include US President Trump, BoE's Pill, Bailey & ECB's Rehn, Supply from Netherlands, UK, Italy & Germany, Earnings from JD.Com, Intuitive Machines, On, Munich Re, Hannover Re, Bayer, K+S, Leg, Ferrovial & A2A.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Josep Prats, gestor de Abante Asesores, vigila el comportamiento de Bayer, Munich Re, Vonovia y Commerzbank.

In dieser spannenden Folge ist Marcus Kessler zu Gast, der als Jurist bei Munich Re arbeitet – anders als man vielleicht vermuten könnte, jedoch gerade nicht in der Rechtsabteilung! Marcus berichtet von seinem Werdegang zwischen Mannheim und Madrid sowie den Besonderheiten eines kombinierten juristischen und betriebswirtschaftlichen Studiums. Wie hat Marcus seinen Weg zur Rückversicherung gefunden? Welche Rolle haben internationale Erfahrungen und Fremdsprachen dabei gespielt? Wie sieht die Arbeit in interdisziplinären, globalen Teams bei Munich Re aus? Welche Rechtsgebiete und Fähigkeiten kommen dabei konkret zur Anwendung, wenn etwa Verträge mit länderspezifischen Partnern weltweit abgeschlossen werden? Wie unterscheiden sich die Anforderungen einer zentralen Rechtsabteilung von den Herausforderungen im operativen Geschäft, besonders dann, wenn es keine Standardlösungen gibt? Und was sollten Referendare oder Berufseinsteiger mitbringen, um in diesem speziellen Bereich Fuß zu fassen? Antworten auf diese und viele weitere Fragen erhaltet Ihr in dieser Folge von IMR. Viel Spaß!

C'est une voix bien connue du conseil, mais c'est aujourd'hui une entrepreneuse au ton libre qui prend le micro : Sylvie Ouziel, cofondatrice de Blue Bridge, n'est pas une novice de la tech ni des grands groupes. Passée par Accenture, Munich Re, Allianz, le groupe chinois Envision et enfin Publicis, cette ingénieure formée chez Andersen Consulting revendique un parcours « d'extraterrestre » – expression utilisée à ses débuts en Allemagne, sans parler un mot de la langue, pour transformer une industrie qu'elle ne connaissait pas. Son obsession ? La technologie comme levier de transformation opérationnelle. Et désormais, place à l'IA générative.Son credo : l'IA ne se limite pas à ChatGPT, c'est un changement de paradigme pour les entreprises.D'où la création de Blue Bridge, un intégrateur d'un genre nouveau, qui veut faire le lien entre les promesses de l'IA et leur concrétisation dans les « tuyaux » des entreprises. « Ce qu'on voit en tant que consommateur – ChatGPT, Midjourney, etc. – donne une vision réductrice, dit-elle. Dans l'entreprise, il faut interfacer l'IA avec les ERP, les systèmes de logistique, les bases de données, les flux contractuels. » Blue Bridge se positionne comme un chaînon manquant, avec une promesse : un retour sur investissement rapide, grâce à une approche modulaire et des outils internes automatisés qui réduisent les coûts de mise en œuvre.La startup s'appuie sur les LLM existants, qu'elle intègre dans les systèmes de ses clients. « Nous ne facturons pas à l'usage, mais à la mise en place. Un agent IA qui impacte 1 000 collaborateurs, vous le payez une fois. » Une petite révolution dans le monde du conseil.Les cas d'usage ? Traitement automatisé de contrats d'assurance, extraction de règles, calcul d'indemnisations ou de rentabilité, génération de documents juridiques... Mais au-delà de la technologie, c'est tout un modèle économique que questionne Sylvie Ouziel : Le métier du conseil traditionnel – lent, coûteux, peu agile – vacille. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Wo finden volatilitätsmüde Anleger derzeit am ehesten stabile Investmentchancen? Dafür lohnt sich ein Blick auf die großen Konzerne im Bereich der Telekommunikation: AT&T, Verizon und T-Mobile US. Börsenreporterin Anne Schwedt beantwortet die Frage, wessen Aktien momentan das größte Potenzial haben.Anschließend geht der Google-Mutterkonzern Alphabet in den Investment-Check. Denn nachdem die neuen Quartalszahlen präsentiert wurden, sind sich Analysten uneins hinsichtlich der längerfristigen Entwicklung.Das Dax-Update führt zum Rückversicherer Munich Re. Die Aktie hat in dieser Woche die 600-Euro-Marke geknackt und das, obwohl der Ausblick nicht übermäßig optimistisch stimmt. Dazu eine Einordnung für Anleger.In der Community-Corner wird diesmal die Frage beantwortet, ob es sich mit Blick auf den immer schwächer werdenden Dollar lohnt, in US-Aktien zu investieren. ID:{4mYdNUQu9WgcNKOAeaKUAp}

The Status of Corporate Venture Building – with Martin Sondenheimer In this episode of Beyond Core, we explore the evolving world of corporate venture building with Martin Sondenheimer, former Global Head of Corporate Venture Building at Munich Re. With over two decades of experience in innovation, investing, and building ventures, Martin shares a candid and in-depth view of the current state of corporate venturing—and where it's headed next.

Today's guest is Michael Berger, Head of Insure AI at Munich Re. Michael returns to the Emerj podcast platform to discuss the impact of legislation such as the EU AI Act on the insurance industry and broader AI adoption. Our conversation covers how regulatory approaches differ between the United States and the European Union, highlighting the risk-based framework of the EU AI Act and the litigation-driven environment in the U.S. Michael explores key legal precedents, including AI liability cases, and what they signal for business leaders implementing AI-driven solutions. If you've enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!

En los Desayunos de capital analizamos el coste de las empresas de las catástrofes naturales con José María Galván, Client Manager de Munich Re. Y en H2 intereconomía comentamos las noticias más destacadas de la semana en el secor del hidrógeno con la ayuda de Rafael Luque, Ceo de Ariema y además entrevistamos a David Arroyo Granado, Responsable de ventas de nuevas tecnologías, DEUTZ y con Desiree Bragado Balsera, Green Manager, DEUTZ.

Bonnie Guth, head of government affairs at Munich Re, and Stef Zielezienski, chief legal officer, APCIA discuss a new survey by their two organizations highlighting growing consumer concerns over excessive lawyer advertising, nuclear jury awards, and hidden third-party litigation funding—factors that experts say are driving up insurance costs and the price of everyday goods.

APAC stocks traded mixed as a tech rally in China offset the weak handover from Wall St where the Nasdaq led the declines once again.US Commerce Secretary Lutnick said they will investigate the possible imposition of tariffs to rebuild the US copper industry.European equity futures indicate a positive cash market open with Euro Stoxx 50 future up 0.7% after the cash market closed with losses of 0.1% on Tuesday.DXY is attempting to claw back yesterday's losses, EUR/USD has slipped back onto a 1.04 handle, AUD unfazed by in-line CPI.Looking ahead, highlights include German GfK Consumer Sentiment, US New Homes Sales, ECB's Lagarde & Cipollone, BoE's Dhingra, Fed's Barkin & Bostic, French President Macron, Supply from Germany & the US.Earnings from NVIDIA, Snowflake, Salesforce, Lowe's, NRG Energy, Advance Auto Parts, AB Inbev, Stellantis, Munich Re, Fresenius, Covestro & Deutsche Telekom.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

La atención en los índices europeos está sobre Fresenius, Munich Re, EOn, Deutsche Telekom o Danone. El análisis, con Alberto Roldán, profesor de finanzas y economía y consejero de New Growth Capital.

AI has taken the world by storm—but not all insurance companies, or countries, are approaching the technology the same way. On this special episode of Critical Point, experts from Munich Re and Milliman who work across five continents come together for a global conversation exploring how insurers and regulators are approaching AI around the world. Plus, don't miss Part 1 and Part 2 of this series on AI and insurance. You can read the episode transcript on our website.

Tobias Grimm, chief climate scientist, Munich Re, discusses the $140 billion insured losses from natural disasters in 2024, the rising impact of climate change, and the industry's role in building resilience and addressing the protection gap.

The Data Product Management In Action podcast, brought to you by executive producer Scott Hirleman, is a platform for data product management practitioners to share insights and experiences. In the 25th celebration minisode of Data Product Management in Action, hosts Frannie Helforoush and Nadiem von Heydebrand reflect on the progress of data product management in 2024. They highlight the growing clarity and recognition of the field, the rise of AI product management, and the importance of thoughtful integration without succumbing to overhype. The episode revisits key 2024 discussions on building data platforms, decision support products, and data mesh implementation. Looking forward to 2025, they foresee increased interest and adoption, emphasizing the field's potential for driving organizational value. Frannie and Nadiem express excitement for future episodes and community contributions. About our Host Nadiem von Heydebrand: Nadiem is CEO and Co-Founder at Mindfuel. In 2019, he combined his passion for data science with product management and is a thought leader for data product management today, aiming to prove true value contribution from data. Working as an expert in the data industry for over a decade now, he has seen hundreds of data science initiatives, built scaled data teams and enabled global organizations like Volkswagen, Munich Re, Allianz, Red Bull, Vorwerk to become data-driven. With Mindfuel “Delight”, a Data Product Management SaaS solution combined with professional services, he brought in experience from hands-on challenges like scaling out data platforms and architecture, implementing data mesh concepts or transforming AI performance into business performance to delight consumers all over the globe. Connect with Nadiem on LinkedIn About our Host Frannie Helforoush: From coding to crafting customer-centric products, my journey began as a software engineer and evolved into a strategic product manager. With an innate curiosity for problem-solving, I fuse my expertise in data and product management to create impactful solutions as a data product manager now. With a background in both software engineering and product management, I seamlessly bridge the gap between the data and product worlds. I thrive on making data accessible and actionable for driving product innovation and  ensuring that product thinking is applied to every aspect of data management. Connect with Frannie on LinkedIn All views and opinions expressed are those of the individuals and do not necessarily reflect their employers or anyone else.  Join the conversation on LinkedIn.  Apply to be a guest or nominate someone that you know.  Do you love what you're listening to? Please rate and review the podcast, and share it with fellow practitioners you know. Your support helps us reach more listeners and continue providing valuable insights!  

Today's guest is Michael Berger, Head of Insure AI at Munich Re. Michael returns to the Emerj podcast platform to discuss the evolving landscape of AI risk management and governance. Since his last appearance in 2022, generative AI has shifted from niche discussions to widespread adoption, bringing both opportunities and challenges. Throughout today's episode, Michael explores how enterprises are moving beyond the hype cycle, adopting a more grounded perspective on AI capabilities and risks. He delves into the critical role of AI governance as a framework for managing uncertainties like hallucinations, probabilistic errors, and discrimination. If you've enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!

In this special first episode of 2025, Zoja takes the hosting seat to ease us back into work and life post-New Year with a reflective and forward-looking conversation. Here's what you can expect: 2024 Highlights: A look back at InsTech's key themes, including the growing buzz around catastrophe modeling and exposure management. Zoja shares insights from the year's most popular webinars, including: Know Your Models: An Underwriter's Guide to Flood Modelling (in collaboration with Fathom). JBA Risk Management's session on lessons learned from five years of flood modeling. Flood modeling emerged as a standout topic, highlighting its importance as the second-largest driver of insured losses globally. Top Podcasts of 2024: James Orchard (QBE Ventures): Exploring investment strategies for the year ahead. Marcus Ryu (Guidewire): A personal journey into entrepreneurship and building a globally recognized company. Nicola Turner (Scrub AI): From underwriter to founder—a compelling narrative of innovation. Munich Re's parametric experts: Insights into cutting-edge work in parametric risk management. What's Ahead in 2025: Exponential Risk London: InsTech's inaugural two-day conference on March 4-5, a culmination of a year's work on catastrophe risk and exposure management. New Members Spotlight: Meet ClaimSorted, Bellwether, Grappler, OIP Robotics, Coherent, Recordr, Guy Carpenter and Federato —all new additions to the InsTech community. Join Zoja as she celebrates the successes of 2024, previews what's coming in 2025 and shares her personal podcast recommendations to kick off the new year. Thank you for your continued support, and see you next Sunday! If you like what you're hearing, please leave us a review on whichever platform you use or contact Matthew Grant on LinkedIn. You can also contact Hasani Jess on LinkedIn to start a conversation! Sign up to the InsTech newsletter for a fresh view on the world every Wednesday morning. Continuing Professional Development This InsTech Podcast Episode is accredited by the Chartered Insurance Institute (CII). By listening, you can claim up to 0.5 hours towards your CPD scheme. By the end of this podcast, you should be able to meet the following Learning Objectives: Identify the new InsTech members and their potential contributions to the insurance and technology ecosystem in 2025. List the key themes and standout topics from InsTech's 2024 events, including popular webinars and podcasts. Specify the primary goals and expected outcomes of the Exponential Risk London conference in March 2025. If your organisation is a member of InsTech and you would like to receive a quarterly summary of the CPD hours you have earned, visit the Episode 336 page of the InsTech website or email cpd@instech.co to let us know you have listened to this podcast. To help us measure the impact of the learning, we would be grateful if you would take a minute to complete a quick feedback survey.

How can parametric insurance transform risk management in an unpredictable world? Munich Re, a leader in reinsurance, is paving the way for innovative parametric solutions addressing weather-related and natural catastrophe risks. Robin Merttens is joined by René Mück, Global Head of Parametric NatCat, and Marcel-Steffen Reif, Global Head of Weather Agricultural Risks, to explore how Munich Re's data-driven insurance products help corporates, public sector entities and industries navigate complex and evolving risks. A key focus of the conversation is understanding the growing demand for parametric insurance, its role in bridging protection gaps and how Munich Re is developing solutions for emerging risks like green energy and agriculture. Key talking points: What does the Capital Partners unit at Munich Re do? How parametric insurance addresses gaps in traditional coverage. Revenue smoothing for industries like renewable energy and agriculture. Client use cases – from supply chain disruptions to hurricane protection. Addressing basis risk in parametric insurance and how to manage it. Expanding applications for parametric solutions, including public sector resilience. Sensor technology and its potential to enhance parametric insurance accuracy. The importance of client education and engagement in driving adoption. If you like what you're hearing, please leave us a review on whichever platform you use or contact Matthew Grant on LinkedIn. Sign up to the InsTech newsletter for a fresh view on the world every Wednesday morning. Continuing Professional Development This InsTech Podcast Episode is accredited by the Chartered Insurance Institute (CII). By listening, you can claim up to 0.5 hours towards your CPD scheme. By the end of this podcast, you should be able to meet the following Learning Objectives: Define the concept of basis risk in parametric insurance and its implications for claims. Summarise the role of client education in fostering adoption of parametric insurance. List the key industries benefiting from parametric solutions, including energy, agriculture and construction. If your organisation is a member of InsTech and you would like to receive a quarterly summary of the CPD hours you have earned, visit the Episode 328 page of the InsTech website or email cpd@instech.co to let us know you have listened to this podcast. To help us measure the impact of the learning, we would be grateful if you would take a minute to complete a quick feedback survey.

Today's guest is in an enviable position – this is because he works for one of the most mature and trusted brands in the global insurance food chain, but is leading the underwriting at a segment of that business that is only just five years old and is still building out and growing fast. Greg Hohman is the Chief Underwriting Officer of Munich Re Specialty Insurance and has a very special vantage point from which to survey the US market. This conversation is full of valuable pointers on where the US P&C market is heading. In it we dissect the Excess and surplus lines (E&S) boom, whether parts of the market are peaking and how much of the shift into this segment is cyclical and how much is permanent. We also delve deep into the shift in distribution with the continued rise of MGAs and hybrid carriers and examine the question of how Artificial Intelligence might best be harnessed in the insurance value chain. But this is also a very well-rounded conversation in which Greg explains how he got into insurance and shares his best career advice. Greg is smart, straightforward and really enjoyable company and time spent with him flies by quickly. So over the next thirty-five minutes you'll learn an awful lot, but I think you'll also make a very knowledgeable new friend in the industry. LINKS: We thank our naming sponsor AdvantageGo: https://www.advantagego.com We also thank audio advertiser, The Insurance Network (TIN), organiser of the highly-successful TINtech events series. They are advertising their new London-based event, Data Jam, which is focused on exploring the implications and opportunities of data, analytics, AI and automation in the insurance sector. It's on 28th November at Convene, 133 Houndsditch, London EC3. I'm going to be there. Find out more and Sign up Here