Podcasts about Munich Re

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die „zwei Welten“ im Dax, einen Windkraftspezialisten mit kräftigem Rückenwind und was sonst noch so wichtig wird in dieser Woche. Außerdem geht es um Apple, Alphabet, Echostar, Deutsche Telekom, Allianz, Eon, Siemens Energy, Munich Re, Hapag-Lloyd, Nordex, iShares MSCI Japan ETF (WKN: A0DK60), Xtrackers Nikkei 225 ETF (WKN: DBX0NJ) und Scottish Mortgage Investment Trust PLC (WKN: A115BA). Ihr könnt mit dem Code „BIFRIENDS” unter folgendem Link ganz einfach Euer 15-Euro-Ticket für den „New Work“-Summit freischalten: https://veranstaltung.businessinsider.de/E5AZ0m Wir freuen uns an Feedback über aaa@welt.de. Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen & 60 € ETF sichern! Riesige ETF-Auswahl, flexible Trades & persönlicher Support bei Smartbroker+. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast/ Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. 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. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Thomas Galbraith is the CEO and co-founder of Barkr, an AI-driven valuation platform for asset-backed lending. He spent his early career in high net worth insurance at AIG and AXA, where he grew comfortable with the challenge of pricing hard-to-value assets. That thread ran through every role he held until it crystallized into a company built around a simple but structural problem: in asset-backed lending, appraisers give you a price and then spend the rest of their report telling you they're not responsible for it. Barkr is built to change that.What We CoveredThomas's background in high net worth insurance at AIG and AXAHow a common thread across luxury assets led to founding BarkrStarting with fine art and private jets before expanding to other asset classesThe two-part failure in traditional appraisals: accuracy and absence of liabilityHow Barkr pairs an AI valuation with a contractual performance warrantyThe progression from Lloyd's of London to AXA to Munich Re$2 billion in covered valuations and what patience actually means in this businessGPUs as a surprisingly durable and long-lived collateral asset classHow Barkr finds clients, from pavement pounding to Nvidia referralsMonthly mark-to-market on hard assets throughout a loan's lifeBuilding a domain-specific LLM with human review in the loopPlans to build an in-house insurance vehicle to unlock capacityKey TakeawaysTraditional appraisal firms hedge their liability by design. Page one is the price; the rest of the report is the disclaimer. Barkr's contractual warranty flips that model by standing behind the number.Barkr's data on GPU durability challenges the conventional narrative. Chips five and seven years old are still generating revenue and still have meaningful resale value, which changes the risk calculus for lenders considering AI infrastructure as collateral.Augmenting, not replacing, is the right positioning for valuation technology. Barkr actively encourages clients to keep using their existing appraisers and treats third-party appraisals as additional data inputs that improve their own accuracy.Building a reinsurance relationship takes years. Barkr worked through Lloyd's, then AXA, before landing Munich Re, and each step required demonstrating proof of concept at the prior level first.About Thomas GalbraithThomas Galbraith is the CEO and co-founder of Barkr. He began his career in high net worth insurance at AIG and AXA before founding Barkr to bring accountability and AI-driven accuracy to asset valuation in the lending market. Barkr has covered approximately $2 billion in valuations across art, private jets, vehicles, and GPUs.Connect with Fintech One-on-One:Tweet me @PeterRentonConnect with me on LinkedInFind previous Fintech One-on-One episodes

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über einen kleinen Realitätscheck an den Börsen, die Orbitpläne von Space X und Google sowie eine veritable Enttäuschung bei der Munich Re. Außerdem geht es um Bayer, Munich Re, Siemens Energy, Thyssenkrupp, Zalando, Under Armour, Hims & Hers Health, ZoomInfo, GitLab, CME Group, Alphabet, Rackspace Technology, AMD, eBay, GameStop, Allianz, Micron, Meta, Tesla, Apple, Qualcomm, Volkswagen, BMW, Mercedes-Benz Group, Airbus, Saudi Aramco, Equinor, ConocoPhillips, AppLovin, Nvidia, Investor AB, Welltower, Altria Group, CNOOC, SAP, Global X China Electric Vehicle and Battery ETF (WKN: A3C5S0), UBS MSCI China A SF UCITS ETF (WKN: A2PRV8), Xtrackers CSI300 Swap UCITS ETF (WKN: DBX0M2), HSBC MSCI China A UCITS ETF (WKN: A2N390), KraneShares CSI China Internet UCITS ETF (WKN: A2PBU9), HSBC Hang Seng Tech UCITS ETF (WKN: A2QHV0), iShares Dow Jones China Offshore 50 ETF (WKN: A0F5UE). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. 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. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

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 Wer Lust hat, mit uns zu arbeiten: Schreibt uns an oaws@podstars.de. Resonac mag Engpass. Calbee nicht. Investoren denken: NACHO. US-Inflation hoch. Ölpreise höher. On wächst & fällt. Under Armour crasht. Münchener Rück unter Druck. Bayer kann Agrar. Delivery-Hero-CEO geht. Nelson Peltz will Wendy's. SAP mit n8n. Bread Financial (WKN: 934251) steckt hinter den Kreditkarten von Victoria's Secret und Ulta Beauty. KGV von 8, aggressive Rückkäufe. Aber: Kreditausfälle und drohende Regulierung könnten teuer werden. IMAX (WKN: 896801) hat eins der smartesten Geschäftsmodelle im Kino. Marktanteil bei Blockbustern steigt, Nolans Odyssee kommt. Aber hängt die Bewertung zu sehr an einzelnen Film-Highlights? Diesen Podcast vom 13.05.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

US President Trump said he has a plan on Iran and repeated that their proposal is unacceptable, while he added that the US blockade on Iran was part of military genius.US President Trump said the ceasefire is unbelievably weak and is on life support, but added that a diplomatic solution with Iran is still possible.US President Trump was reported to have met with his national security team on Monday to discuss the way forward in the Iran war, including possibly resuming military action, Axios sources reported.The White House said US President Trump will meet with Chinese President Xi on Thursday at 10:15 AM in Beijing (03:15BST/22:15EDT), and a banquet will be held at 18:00 on Thursday (11:00BST/06:00EDT).APAC stocks traded mixed; European equity futures indicate a negative open with Euro Stoxx 50 futures down 0.7%.Looking ahead, highlights include German HICP Final (Apr), ZEW (May), US Inflation (Apr), ADP Employment Change Weekly, EIA STEO (May), and EU Informal Meeting of Energy Ministers (May 12-13), Australian federal budget. Speakers include RBNZ's Bremen, BoC's Macklem, ECB's Elderson, Fed's Williams & Goolsbee. Supply from the Netherlands, UK, Germany & US. Earnings from JD com, Under Armour, Siemens Energy, Munich Re, Bayer & Vodafone.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Avalancha de resultados un día más con foco sobre Bayer, Munich Re, Prosus... como lo más destacado. Lo analizamos con Araceli de Frutos, asesora del fondo Alhaja Inversiones

Die Börse schwankt zwischen Hoffnung und Panik. Nahost-Konflikt, Inflationssorgen und schwache US-Daten drücken den DAX unter 24.000 Punkte. Bayer überrascht positiv. Munich Re stürzt ab. Bitcoin verliert erneut an Stärke. Heiko Thieme analysiert die nervöse Marktphase und erklärt, warum Anleger jetzt Absicherung brauchen. Außerdem: Interviews mit MBB, Indus, Technotrans, Agrana und 3U nach dem Bitcoin-Rückschlag.

Sind Konflikte im Boardroom immer ein Risiko – oder können sie die Governance und Entscheidungsfindung sogar stärken? In dieser Folge des The Agenda Podcasts von Sherpany erläutert Dr. Doris Höpke, Non-Executive Director bei Airbus SE und Mitglied des Aufsichtsrats der Mercedes-Benz Group AG, wie Vorstände und Aufsichtsräte Meinungsverschiedenheiten in bessere Entscheidungen und wirksamere Governance verwandeln können. Dr. Höpke schöpft aus ihrer langjährigen Erfahrung als ehemaliges Vorstandsmitglied der Munich Re und ihrer aktuellen Tätigkeit als selbstständige Beraterin und Mediatorin, um zu erörtern, wann Konflikte konstruktiv sind, wann sie dysfunktional werden und wie Gremien die Vertrauens- und Gesprächskultur aufbauen können, die es braucht, um auch schwierigste Situationen zu bewältigen. In diese Folge erfahren Sie: Warum unterschiedliche Perspektiven im Boardroom nicht nur unvermeidlich, sondern essenziell für die Qualität der Entscheidungsfindung sind Wie konstruktive Konflikte durch Transparenz, Lösungswillen und ein gemeinsames Bekenntnis zur Lösungsfindung gekennzeichnet sind. Warum ungelöste Konflikte zu verzögerten Entscheidungen, nicht tragfähigen Kompromissen und einem Vertrauensverlust führen Welche Rolle Vertrauen und eine Gesprächskultur spielen, damit Gremien auch in Krisensituationen handlungsfähig bleiben. Warum divergierende strategische Zielsetzungen oft erst bei konkreten Entscheidungen zutage treten und wie szenariobasiertes Denken hilft Wann personelle Konsequenzen unvermeidlich werden und warum sie die gleiche Sorgfalt erfordern wie die Berufung. Warum Schweigen im Boardroom ein Governance-Risiko ist und warum unbequeme Fragen ein Merkmal guter Governance sind. The Agenda wird von Ingo Notthoff moderiert – Podcast-Produzent und -Moderator mit langjähriger Erfahrung in Führungs- und Managementrollen auf Konzern-, Mittelstands- und Verbandsebene. Sie sind an tiefgehenden strategischen Themen für Vorstände, Aufsichts- und Verwaltungsräte interessiert? Abonnieren Sie den The Agenda Podcast von Sherpany, dem führenden Anbieter von Lösungen für das Meeting-Management. Thank you for listening! Visit us at Sherpany.com or follow us on LinkedIn for board, board committee, and executive meetings solutions.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die Lehren aus der ersten Hauptversammlung von Berkshire Hathaway nach Warren Buffett, einen Kurssprung bei Atlassian und die Wahrheit hinter der „Sell in May“-Börsenweisheit. Außerdem geht es um Microsoft, Meta, Amazon, Alphabet, Apple, Volkswagen, Porsche, Traton, Stellantis, BASF, Vincorion, Colgate-Palmolive, Beiersdorf, BMW, Mercedes-Benz, American Express, Coca-Cola, Munich Re und Amundi Core Stoxx Europe 600 ETF thesaurierend (WKN: LYX0Q0). Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen & 60 € ETF sichern! Riesige ETF-Auswahl, flexible Trades & persönlicher Support bei Smartbroker+. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast/ Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. 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. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Summary In this milestone 100th episode of Chattinn Cyber, Marc Schein sits down with one of the most influential figures in cyber insurance, Bob Parisi. Widely regarded as a pioneer in the space, Parisi reflects on the origins of cyber insurance, tracing its roots back to the late 1990s during the dot-com boom and the early recognition that traditional insurance products were not equipped to handle emerging digital risks. Parisi shares a candid look at how cyber insurance evolved from a niche product designed for tech companies into a critical component of enterprise risk management. From the early days of privacy breach notification laws to the growing realization that business interruption and operational dependency on technology represent the true magnitude of cyber risk, the conversation highlights the key inflection points that shaped today's market. The discussion also explores how the insurance industry has responded to ongoing complexity and volatility. From “silent cyber” to the challenges of aligning capacity across a fragmented marketplace, Parisi explains why cyber insurance still exhibits characteristics of an emerging market—even after decades of development. He emphasizes the importance of integrating cyber coverage with broader risk management strategies rather than treating it as a standalone solution. Looking ahead, Marc and Bob dive into some of the most pressing issues facing the industry today, including geopolitical risk, evolving privacy regulations, and the rapid rise of artificial intelligence. Parisi offers a grounded perspective, arguing that while AI introduces new complexities, it should ultimately be understood as another form of technology—one that must be managed thoughtfully rather than feared outright. Throughout the conversation, Parisi reinforces a consistent theme: the importance of balance. Whether discussing underwriting practices, organizational governance, or emerging technologies, he highlights the need for measured, informed decision-making. As cyber risk continues to evolve, this episode provides valuable insight into how organizations, insurers, and brokers can navigate uncertainty with clarity and discipline. 5 Key Takeaways Cyber insurance has deeper roots than most people realize. It began in the late 1990s and has evolved through multiple distinct phases—not just the post-2015 “boom” many reference. The real risk isn't privacy—it's operational dependency on technology. Business interruption and reliance on digital infrastructure are the true drivers of loss. Cyber should never be treated in isolation. It must be integrated with other lines of coverage and broader risk management strategies. The market still struggles with fragmentation and alignment. Despite abundant capacity, insurers often cannot align on large risks due to differing approaches and models. AI is not fundamentally different—it's just another technology. The real concern is not AI itself, but the speed at which it is being adopted. 5 Key Quotes “AI is technology. Plain and simple.” “We've been doing this for almost 30 years… I'm not sure at what point it gets called a mature market.” “The biggest problem has always been the dependence upon technology.” “If you're going to write cyber, do it with the appropriate policy, underwriting, pricing, and reserving.” “It's not the technology itself that concerns me—it's the speed of adoption.” About Our Guest Bob Parisi is a widely recognized leader in the cyber insurance industry and one of the pioneers behind the development of modern cyber insurance products. With a career spanning nearly three decades, he has played a key role in shaping how insurers underwrite and manage cyber risk, from the early days of the dot-com era to today's complex digital landscape. Currently serving in a senior underwriting role at Munich Re, Parisi is known for his deep expertise, practical perspective, and influence across the insurance and risk management community. Follow Our Guest LinkedIn About Our Host National co-chair of the Cyber Center for Excellence, Marc Schein, CIC,CLCS is also a Risk Management Consultant at Marsh McLennan Agency. He assists clients by customizing comprehensive commercial insurance programs that minimize the burden of financial loss through cost effective transfer of risk. By conducting a Total Cost of Risk (TCoR) assessment, he can determine any gaps in coverage. As part of an effective risk management insurance team, Marc collaborates with senior risk consultants, certified insurance counselors, and expert underwriters to examine the adequacy of existing client programs and develop customized solutions to transfer risk, improve coverage and minimize premiums. Follow Our Host Website | LinkedIn

El analista de Apta Negocios examina los títulos de Santander, Halliburton, Microsoft, Munich Re, Ferrari y Amper, entre otros.

"Das Narrativ ist schnell erzählt: Hier ist die KI, und Software wird es in ein paar Jahren nicht mehr geben." Trotz allem rät Kapitalmarktstratege Heiko Böhmer zur Differenzierung, am Ende geht es eben um die verfügbaren Daten - Riesen wie Microsoft verteidigen ihren Burggraben und sind somit ein klarer Fall für den Modern-Value-Investoren. Darüber hinaus spricht eine starke Regulierung gegen eine allzu rasche KI-Disruption. Aber die Angst, überflüssig zu werden, ist dennoch spürbar. "The Fear of being obsolete: viele Geschäftsmodelle könnten weggefegt werden." Vielleicht auch deshalb meidet Shareholder Value Management "Unternehmen, bei denen die KI-Risiken deutlich größer zu sein scheinen als die Chancen". Der Pharmabereich ist vielversprechend, so Böhmer. Im Depot: ASML, Storebrand, Sunbelt und Munich Re. FOBO = "The Fear of being obsolete". ✍️ Frankfurter Investmentblog - Kapitalmarktupdates und Einzeltitel-Analysen: https://www.shareholdervalue.de/frankfurter-investmentblog ✍️ Frank Fischer Kolumne - Politik, Börse und Fonds-Updates: https://www.shareholdervalue.de/frank-fischer-kolumne

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Daniel Eckert über den starken Ausblick von Micron Technology, einen KI-Kurssprung um 1000 Prozent und fade Zahlen bei HelloFresh. Außerdem geht es um Swarmer, General Mills, Macy's, Heidelberger Druck, Ondas Autonomous Systems, Formycon, Deutsche Telekom, Deutsche Bank, RTL Group, Freenet, BMW, Daimler Truck, Mercedes-Benz, Volkswagen, Commerzbank, MTU Aero Engines, Rheinmetall, Talanx, Hannover Rück, Allianz, Deutsche Börse, Munich Re, RWE, E.on, Siemens Energy, SAP und Siemens. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. 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. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

"Das Narrativ ist schnell erzählt: Hier ist die KI, und Software wird es in ein paar Jahren nicht mehr geben." Trotz allem rät Kapitalmarktstratege Heiko Böhmer zur Differenzierung, am Ende geht es eben um die verfügbaren Daten - Riesen wie Microsoft verteidigen ihren Burggraben und sind somit ein klarer Fall für den Modern-Value-Investoren. Darüber hinaus spricht eine starke Regulierung gegen eine allzu rasche KI-Disruption. Aber die Angst, überflüssig zu werden, ist dennoch spürbar. "The Fear of being obsolete: viele Geschäftsmodelle könnten weggefegt werden." Vielleicht auch deshalb meidet Shareholder Value Management "Unternehmen, bei denen die KI-Risiken deutlich größer zu sein scheinen als die Chancen". Der Pharmabereich ist vielversprechend, so Böhmer. Im Depot: ASML, Storebrand, Sunbelt und Munich Re. FOBO = "The Fear of being obsolete".

Is it fair that investors earn more than workers? In Episode 286, we tackle a listener comment that sparked a real debate about capitalism, wages, and the power of ownership. We also cover the latest dividend hikes from American Express (+16%), Munich RE (+20%), and the Cheesecake Factory (+11%), share thoughts on the new L&G Global Quality Dividend ETF, and answer questions on Petrobras, Frontline, T. Rowe Price, and more. Topics covered: Why dividend growth often outpaces salary increasesTexas Instruments & Nvidia humanoid robot collaborationL&G Global Quality Dividend ETF breakdownUsing AI tools in investment researchListener Q&A: Petrobras, Frontline, HIKMA, T. Rowe Price, BRAVIDIA & moreJoin us :[Facebook]  Https://www.facebook.com/groups/dividendtalk[Twitter] -   @DividendTalk_    , @European_DG[Discord] - https://discord.gg/nJyt9KWAB5[Newsletter] - https://dividendtalk.eu/download-your-free-samples/

The hiring system carries bias, and it shows. While efforts are made to solve this, it's important that we take ownership of our own career. In this episode, Karen is joined by Nuria Muñoz, Global Talent Leader at Munich Re, to unpack what really happens behind the scenes in hiring, promotions and pay decisions. They talk about why job descriptions are wish lists, why being a perfect match is actually a red flag, bold interview questions that change the dynamic, and how to handle high-pressure interviews with confidence. Nuria also shares negotiation strategies for salary offers and for promotions. For her, treating your career like a business plan is essential. If you've ever hesitated to apply, struggled to negotiate, or wondered how to fast track your growth, this conversation is your playbook. You don't need permission to grow. You need strategy.  

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen Absturz bei Nvidia, einen Rebound bei Software und eine Wende im Warner Brothers Drama. Außerdem geht es um Atlassian, Zscaler, Datadog, Applovin, Crowdstrike, Workday, Salesforce, Opendoor, Intuitive Machines, Carvana, IonQ, Rigetti, Netflix, Paramount Skydance, Allianz, Deutsche Telekom, Münchener Rück (Munich Re), Scout24, Heidelberg Materials, Deutsche Börse, Kion, Hensoldt, Puma, Block (Square), WiseTech, Amazon, Nike, Verizon, Papa Johns, Pinterest, Autodesk, Ebay, UPS, Hypoport, Xtrackers MSCI World Industrials ETF (WKN: A113FN), Amundi S&P World Industrials Screened ETF (WKN: A3DSTE), iShares MSCI Europe Industrials Sector ETF (WKN: A2QBZ6), iShares S&P 500 Industrials Sector ETF (WKN: A142N0). Wir freuen uns an Feedback über 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/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

APAC stocks are mostly positive as the majority of the region took its cue from gains on Wall Street, where tech led the advances, and NVIDIA posted stronger-than-expected earnings.US equity futures initially saw support following NVIDIA's earnings results, as the world's most valuable company beat on top and bottom lines, although gains were pared as NVIDIA ultimately returned to flat territory after hours.BoJ's Governor Ueda said there is no change from January to the BoJ's projected timing for hitting its price target, and inflation is expected to re-accelerate from the current slowdown.US VP Vance said they see evidence that Iran is trying to build a nuclear weapon; US Secretary of State Rubio said Iran poses a grave threat and seeks nuclear capability.European equity futures indicate a slightly lower cash market open with Euro Stoxx 50 futures down 0.2% after the cash market closed with gains of 0.9% on Wednesday.Looking ahead, highlights include EZ Consumer Confidence Final (Feb), US Jobless Claims, Japanese Tokyo CPI (Feb), Retail Sales (Jan). Speakers include ECB's Lagarde, BoE's Lombardelli & Fed's Bowman. Supply from Italy & US. Earnings from CoreWeave, Intuit, Vistra Energy, Autodesk, Dell, Baidu, Warner Bros Discovery, Munich Re, Schneider Electric, AXA, Engie & Saint-Gobain.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Der DAX klettert zurück über 25.000 Punkte und schließt 0,7 % höher bei 25.175 Punkten. Nach dem schwachen Wochenauftakt kehrt Zuversicht zurück - doch der Markt bleibt nervös: Heute Abend stehen die Nvidia-Zahlen nach US-Börsenschluss an. Die KI-Rally bekommt damit ihren Lackmustest. Nvidia hatte für das Quartal Erlöse von 63,7 bis 66,3 Mrd. USD in Aussicht gestellt, Analysten erwarten +68 % Umsatz und +62 % Gewinn. Entscheidend wird der Ausblick: Verfehlt Nvidia die hohen Erwartungen, könnte das nicht nur den Chipriesen, sondern auch den Gesamtmarkt treffen. Bei den Firmen: Heidelberg Materials trotz Rekordergebnis unter Druck, die EU-Klimadebatte belastet. Fresenius will 2026 weiter profitabel wachsen, CEO Michael Sen bleibt bis 2031. Munich Re erhöht die Dividende auf 24 EUR je Aktie und plant bis zu 2,25 Mrd. EUR Aktienrückkauf. Axon springt nach starkem Quartal, für 2026 werden 27 % bis 30 % Umsatzwachstum erwartet. Nordex meldet 274 Mio. EUR Überschuss und 10,2 Gigawatt Rekord-Auftragseingang. Aston Martin streicht weitere 15 % Stellen, Oddity Tech rutscht vorbörslich um 40 %. Rohstoffe: Gold 5.204,88 USD +1,18 %, Silber 90,73 USD +4,08 % (17:41 Uhr)

Insurance leaders Brandon Schuh and Nick Hartmann unpack the real impact of AI on insurance operations after Insurify's ChatGPT app triggered a 3.9% drop in the S&P 500 Insurance Index. They separate hype from reality, examining how AI actually enhances productivity versus serving as a scapegoat for strategic workforce reductions. The conversation explores Munich Re's Ergo unit cutting 1,000 positions partly through AI integration, while contrasting this with AIG's ambitious 500,000-submission target using their AIG Assist platform by 2030.Major consolidation continues reshaping the industry landscape with Zurich's £8 billion ($11 billion) acquisition of specialty insurer Beazley following rejected initial bids, and Sompo Holdings' regulatory-approved $3.5 billion purchase of Aspen Insurance. Brandon and Nick also analyze the explosive Brown & Brown versus Howden lawsuit after approximately 200 employees departed during holiday season 2025, revealing tensions around non-compete enforcement and talent mobility in brokerage.Beyond M&A drama, Schuh and Hartman discuss underwriting culture at Lloyd's marketplace where reputation risk follows individual decisions, the legal profession's AI adaptation challenges for entry-level associates, and why operational visibility, not more tools, solves agency productivity problems. They emphasize that AI's greatest value lies in eliminating tedious data analysis so professionals can focus on client relationships and strategic advisory work.Key Takeaways- Insurify's ChatGPT integration caused temporary market panic but represents comparison shopping evolution, not industry disruption- AI productivity gains enable faster policy reviews while freeing teams for high-value client advisory work- Munich Re's Ergo unit (not entire company) plans 1,000 position reductions over five years with AI assistance- Zurich secured Beazley acquisition after multiple rejected bids reached £8 billion valuation- Sompo Holdings (not Sampo) received regulatory approval for $3.5 billion Aspen Insurance acquisition- Howden faces multiple lawsuits after approximately 200 Brown & Brown employees departed simultaneously in December 2025- Lloyd's underwriters carry personal reputation risk with each binding decision in the marketplace- Operational visibility tools like FreeFlow.ai solve agency bottlenecks without replacing producersChapters00:00 Episode introduction and sponsor FreeFlow.ai01:35 Return from hiatus and personal updates06:15 Bourbon tasting and Bob Dylan discussion07:14 Insurify ChatGPT app market impact analysis08:42 AI fears versus realistic productivity gains10:33 Legal profession AI adaptation challenges12:48 Policy review efficiency transformation potential13:07 Munich Re Ergo workforce reduction reality check18:15 Industry consolidation: Zurich/Beazley and Sompo/Aspen deals19:39 Brown & Brown versus Howden employee poaching lawsuit21:38 Underwriting culture and reputation risk at Lloyd's marketplace27:22 Ping An and global insurance employment statistics28:44 AIG Assist platform exceeding submission targets30:50 Two truths and a lie game segment33:42 Closing remarks and next episode previewFact Checks Correction: Sompo Holdings (Japanese insurer), not "Sampo," acquired Aspen Insurance for $3.5 billion with regulatory approval expected H1 2026 Clarification: Munich Re's Ergo primary insurance unit (not entire Munich Re) plans 1,000 position reductions in Germany over five years with AI integration Connect with RiskCellar:Website: https://www.riskcellar.com/Brandon Schuh:Facebook: https://www.facebook.com/profile.php?id=61552710523314LinkedIn: https://www.linkedin.com/in/brandon-stephen-schuh/Instagram: https://www.instagram.com/schuhpapa/Nick Hartmann:LinkedIn: https://www.linkedin.com/in/nickjhartmann/

Zum dritten Mal zu Gast: Michael Flender, bekannt als „der Goldesel" — Vollzeit-Trader und Investor aus Frankfurt, Betreiber von goldesel.de und seit über 14 Jahren täglich an den Märkten aktiv. Zwei Jahre nach seinem letzten Besuch sprechen wir über einen Markt, der holpriger kaum sein könnte — und über die Entscheidungen, die Michael in den letzten Wochen getroffen hat.PayPal — Ende mit Schrecken: Michael erklärt, warum er nach jahrelangem Halten seine PayPal-Position mit 42% Verlust verkauft hat. Ein CEO-Wechsel, ein enttäuschender Q4-Ausblick und der brutale Vergleich mit Stripe, Mastercard und Visa. Was kann uns das über die aktuelle Marktdisziplin lehren?Novo Nordisk vs. Eli Lilly: Während Novo Nordisk mit einem schwachen Ausblick und schrumpfenden Markterwartungen kämpft, steht Eli Lilly auf Allzeithoch. Ein und dasselbe Thema — Abnehm-Medikamente — zwei komplett entgegengesetzte Geschichten. Michael erklärt, warum er bei Novo Nordisk noch Geduld hat.KI-Disruption und der Software-Sektor: ServiceNow, SAP, Microsoft, Monday — die gesamte Software-as-a-Service-Branche steht unter Druck. Michael unterscheidet zwischen Unternehmen, die als „System of Record" (Betriebssystem der Unternehmens-IT) dienen, und solchen, die echte Disruptions-Gefahr haben. Außerdem: Warum selbst Anthropic intern Salesforce nutzt — und was das über die KI-Hysterie am Markt sagt.Das Dividenden-Depot auf Allzeithoch: Allianz, Munich Re, Infineon, E.ON, Deutsche Post — während das Tech-Depot blutet, läuft Michaels Dividenden-Portfolio stark. Er zeigt seine größten Positionen und erklärt, warum er jetzt auch ETFs beimischt — darunter den VanEck Morningstar Developed Markets Dividends ETF.Die große philosophische Frage: Macht Stockpicking 2026 noch Sinn? Wenn KI-Agenten in Sekunden DCF-Analysen erstellen, SEC-Filings durchsuchen und Screener befüllen — welchen Vorteil hat dann noch der Privatinvestor? Michael gibt eine ehrliche, nachdenkliche Antwort.Netflix, Disney, Gaming — und die Frage aller Fragen: Was passiert mit Content-Plattformen, wenn KI Serien, Spiele und Filme produzieren kann? Michael über Sora/Seedance-Effekte auf Netflix, Disneys IP-Stärke und die Disruptions-Dynamik, die niemand wirklich einpreisen kann.Links & Erwähnungen:Instagram: Michael Flender → @goldesel.investingWebsite: goldesel.de — Community, Trades, Langfrist-Depot-Updates, Podcast: Goldesel-Podcast auf SpotifyDisclaimer: Die in dieser Podcast-Folge gemachten Aussagen stellen keine Anlageberatung, Anlageempfehlung oder Aufforderung zum Kauf oder Verkauf von Finanzinstrumenten dar. Alle geäußerten Meinungen sind persönliche Einschätzungen der Gesprächsteilnehmer zum Zeitpunkt der Aufnahme und können sich jederzeit ändern. Die Inhalte dienen ausschließlich allgemeinen Informations- und Unterhaltungszwecken. Eine individuelle Beratung durch einen zugelassenen Finanzberater wird ausdrücklich empfohlen. Der Handel mit Aktien, ETFs und anderen Finanzprodukten ist mit erheblichen Risiken verbunden und kann zum vollständigen Verlust des eingesetzten Kapitals führen. Historische Wertentwicklungen sind kein verlässlicher Indikator für zukünftige Ergebnisse. Sowohl René als auch Michael können zum Zeitpunkt der Aufnahme Positionen in den besprochenen Wertpapieren halten.Aktion Consorsbank*: https://www.consorsbank.de/web/Wertpapierhandel/Depotwechsel*Werbung

Ein herzliches Willkommen zu einer neuen Episode des Digital Product Talks! Zu Gast ist Tanja Amling, Chief Product Officer für die innovative REALYTIX ZERO Versicherungsplattform der Munich Re.

Jane's purpose is to create the environment and leadership that enables growth and fulfilment. She does this through listening. Listening to ignite the best thinking, ideas and solutions in others. In her executive coach and facilitator roles she supports individuals and teams develop human-centric leadership and cultures where everybody matters generating people and business growth in harmony.She is an Ambassador for Truly Human Leadership and hosts a thought led community in developing this approach to leadership.Jane is a master credited coach with the ICF and global faculty member with Time to Think. Jane brings the thinking environment to life for others through her teaching all courses to the qualifying level and offers supervision to thinking environment practitioners.Jane has over 35 years' experience within people focused roles in professional and financial services. Her experience includes Director of her own coaching practice, and HR Executive within European and US Investment Banks and an International Law Firm where she was responsible for the strategy and implementation of resourcing and development of people across front line businesses. Jane's work is underpinned with post graduate diplomas in Human Resources Management and Psychological Coaching. Jane is also author of The Listening Coach – Coach yourself through the elements of listening that are critical in life business and our communities and Are you listening, or just waiting to speak? – The secret to propelling your business relationships.Current and former clients include Munich Re, Rothschilds, Columbia Threadneedle, Pask Partnership, The Marketing Academy, Deloitte, Bottomline Technologies, Sony Pictures, Barry Wehmiller, Ince & Co, Land Securities, HP.Link to claim CME credit: https://www.surveymonkey.com/r/3DXCFW3CME credit is available for up to 3 years after the stated release dateContact CEOD@bmhcc.org if you have any questions about claiming credit.

Jane's purpose is to create the environment and leadership that enables growth and fulfilment. She does this through listening. Listening to ignite the best thinking, ideas and solutions in others. In her executive coach and facilitator roles she supports individuals and teams develop human-centric leadership and cultures where everybody matters generating people and business growth in harmony. She is an Ambassador for Truly Human Leadership and hosts a thought led community in developing this approach to leadership.Jane is a master credited coach with the ICF and global faculty member with Time to Think. Jane brings the thinking environment to life for others through her teaching all courses to the qualifying level and offers supervision to thinking environment practitioners.Jane has over 35 years' experience within people focused roles in professional and financial services. Her experience includes Director of her own coaching practice, and HR Executive within European and US Investment Banks and an International Law Firm where she was responsible for the strategy and implementation of resourcing and development of people across front line businesses. Jane's work is underpinned with post graduate diplomas in Human Resources Management and Psychological Coaching. Jane is also author of The Listening Coach – Coach yourself through the elements of listening that are critical in life business and our communities and Are you listening, or just waiting to speak? – The secret to propelling your business relationships.Current and former clients include Munich Re, Rothschilds, Columbia Threadneedle, Pask Partnership, The Marketing Academy, Deloitte, Bottomline Technologies, Sony Pictures, Barry Wehmiller, Ince & Co, Land Securities, HP.Link to claim CME credit: https://www.surveymonkey.com/r/3DXCFW3CME credit is available for up to 3 years after the stated release dateContact CEOD@bmhcc.org if you have any questions about claiming credit.

Jane's purpose is to create the environment and leadership that enables growth and fulfilment. She does this through listening. Listening to ignite the best thinking, ideas and solutions in others. In her executive coach and facilitator roles she supports individuals and teams develop human-centric leadership and cultures where everybody matters generating people and business growth in harmony. She is an Ambassador for Truly Human Leadership and hosts a thought led community in developing this approach to leadership.Jane is a master credited coach with the ICF and global faculty member with Time to Think. Jane brings the thinking environment to life for others through her teaching all courses to the qualifying level and offers supervision to thinking environment practitioners.Jane has over 35 years' experience within people focused roles in professional and financial services. Her experience includes Director of her own coaching practice, and HR Executive within European and US Investment Banks and an International Law Firm where she was responsible for the strategy and implementation of resourcing and development of people across front line businesses. Jane's work is underpinned with post graduate diplomas in Human Resources Management and Psychological Coaching. Jane is also author of The Listening Coach – Coach yourself through the elements of listening that are critical in life business and our communities and Are you listening, or just waiting to speak? – The secret to propelling your business relationships.Current and former clients include Munich Re, Rothschilds, Columbia Threadneedle, Pask Partnership, The Marketing Academy, Deloitte, Bottomline Technologies, Sony Pictures, Barry Wehmiller, Ince & Co, Land Securities, HP.Link to claim CME credit: https://www.surveymonkey.com/r/3DXCFW3CME credit is available for up to 3 years after the stated release dateContact CEOD@bmhcc.org if you have any questions about claiming credit.

In this episode, Robin Merttens is joined by Tobi Schneider, Sector Engagement Lead for Financial Services & FinTech at the Edinburgh Futures Institute, to unpack one of the most ambitious research initiatives currently shaping the future of AI risk in insurance. Backed by UKRI and developed in collaboration with AXA Group and three leading universities, the project aims to build a foundational blueprint for how insurers can understand, audit and underwrite emerging AI risks.  Tobi shares why the shift from traditional to generative and agentic AI has outpaced current risk frameworks, leaving insurers exposed to risks that are poorly defined, difficult to monitor and impossible to price using historic loss data. He explains how his team is exploring dynamic underwriting models, parametric solutions and novel assurance techniques like LLM-based judges and automated red teaming, all with the goal of enabling safer, more accountable AI adoption.  Ahead of the Agentic AI Half Day event, hosted in collaboration with AI Risk, Tobi Schneider and Lukasz Szpruch wrote an article The New Frontier: Managing and insuring generative and agentic AI risks, further exploring this topic.   In this conversation, Tobi shares:  Why AI systems that function “correctly” can still produce harmful or costly outcomes  How traditional insurance models fail in the face of opacity, model drift and dynamic learning  What makes AI risk so difficult to price and how parametric triggers can help bridge the gap  Why better assurance leads to better insurance, and how incentives can drive safer AI deployment  How continuous monitoring tools are being developed to audit AI models in real time  What today's early AI insurance offerings (from the likes of Munich Re and Relm) are actually covering  The role of non-profit research in supporting commercial innovation without commercial bias  What insurers can do now to prepare for an AI-driven future even without historical data  If you like what you're hearing, please leave us a review on whichever platform you use or contact Robin Merttens on LinkedIn.  Sign up to the InsTech newsletter for a fresh view on the world every Wednesday morning.

Diese Woche mit Sandra Kirchner und Susanne Schwarz. 01:26 2025 außergewöhnlich warm 2025 war weltweit eines der wärmsten Jahre seit Beginn der Messungen. Nach Daten des EU-Klimadienstes Copernicus lag die Durchschnittstemperatur nur minimal unter den Werten für die Rekordjahre 2023 und 2024. Mit dem weiteren heißen Jahr rückt die 1,5-Grad-Grenze gefährlich nahe. 05:39 Schäden durch Naturkatastrophen Naturkatastrophen verursachten 2025 weltweit Schäden von 224 Milliarden US-Dollar. Das vergangene Jahr war geprägt von Schwankungen mit sehr verlustreichen Abschnitten und ruhigen Phasen. Dass die Bilanz nicht noch höher ausfiel, war laut dem Rückversicherer Munich Re vor allem Glück. Zugleich häuften sich regelmäßig auftretende Extremereignisse wie Waldbrände, Hurrikans und Überschwemmungen. 12:11 Superreiche mit extremem CO2‑Ausstoß Das reichste Prozent der Weltbevölkerung hat rechnerisch schon am 10. Januar sein Treibhausgas-Budget für das gesamte Jahr verbraucht. Das zeigen Berechnungen von Oxfam. Die Entwicklungsorganisation fordert, klimaschädlichen Luxus-Konsum zu begrenzen und fossile Unternehmen stärker zu besteuern. -- 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).

Full Audio at https://podcasts.apple.com/us/podcast/the-agentic-org-chart-managing-the-hybrid-ai-workforce/id1684415169?i=1000745317789

Bis zu 2.500 € Bonus von Scalable Capital. Neu- und Bestandskunden, die Wertpapiere oder Guthaben bei Scalable Capital einzahlen, können sich bis zum 15.01.2026 einen Bonus sichern. Alle Infos gibt's hier: scalable.capital/transfer-bonus. Eli Lilly kauft Ventyx. Mobileye kauft Mentee. Marubeni kauft Gola. Thyssenkrupp verkauft Stahl. Greg Abel kriegt Gehaltserhöhung. Siemens x NVIDIA. Rüstungsfirmen steigen. CSG will IPO. DAX mit Rekord. Munich Re und RTL streichen Jobs. 2025 hatten Hedgefonds die besten Renditen seit 2020. Chris Hohn mit Qualitäts-Aktien wie GE Aerospace (WKN: A3CSML) und Safran (WKN: 924781). Und Elliott Management profitiert von Venezuela. Strategy (WKN: 722713) atmet nach Riesenverlust wieder auf: MSCI-Rauswurf kommt noch nicht. Trump Media & Technology (WKN: A3CYXD) setzt nach Atomkraft wieder auf Krypto. Prediction Markets haben krasse Wetten. Iran will Krypto. Diesen Podcast vom 08.01.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchThe global energy sector is increasingly exposed to unpredicatble weather. Wind droughts and extreme temperatures can create massive financial instability. How do renewables that rely on an ever increasingly hard to predict energy source - manage the risk that the sun might not shine, and the wind might not blow?This episode demystifies the multi-billion-pound market of weather derivatives, exploring how energy utilities, renewable asset owners, and battery optimisers use these customised structured products - using signals like Heating Degree Days, wind speeds, or precipitation to effectively transfer operational riskKey topics covered:- How thus multi-billion-pound market operates almost entirely out of sight.- How a single wind drought drained €1.6 billion from Germany's energy system - highlighting why hedging renewable-generation risk has become mission-critical.- The financial “Lego bricks” that allow traders to build bespoke weather protection.- Why battery owners must hedge against boring weather and how low-volatility conditions could quietly erode their revenues.- Why financiers are insisting on weather insurance before funding new renewable assets.About our guestsTheresa Kammel - Weather Derivative Originator and Pierre Buisson - Senior Structurer, Weather and Energy work at Munich Re, one of the world's leading providers of reinsurance, primary insurance and insurance-related risk solutions. Munich Re is also playing a key role in driving forward the digital transformation of the insurance industry. For more information, head to their website. https://www.munichre.com/en.htmlAbout Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market - and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchThe global energy sector is increasingly exposed to unpredicatble weather. Wind droughts and extreme temperatures can create massive financial instability. How do renewables that rely on an ever increasingly hard to predict energy source - manage the risk that the sun might not shine, and the wind might not blow?This episode demystifies the multi-billion-pound market of weather derivatives, exploring how energy utilities, renewable asset owners, and battery optimisers use these customised structured products - using signals like Heating Degree Days, wind speeds, or precipitation to effectively transfer operational riskKey topics covered:- How thus multi-billion-pound market operates almost entirely out of sight.- How a single wind drought drained €1.6 billion from Germany's energy system - highlighting why hedging renewable-generation risk has become mission-critical.- The financial “Lego bricks” that allow traders to build bespoke weather protection.- Why battery owners must hedge against boring weather and how low-volatility conditions could quietly erode their revenues.- Why financiers are insisting on weather insurance before funding new renewable assets.About our guestsTheresa Kammel - Weather Derivative Originator and Pierre Buisson - Senior Structurer, Weather and Energy work at Munich Re, one of the world's leading providers of reinsurance, primary insurance and insurance-related risk solutions. Munich Re is also playing a key role in driving forward the digital transformation of the insurance industry. For more information, head to their website. https://www.munichre.com/en.htmlAbout Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market - and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über ein Ausnahmejahr für Rückversicherer, einen Dämpfer für Rüstungsaktien und Enttäuschung bei Pfizer. Außerdem geht es um Rheinmetall, Renk, Hensoldt, Lufthansa, Easyjet, Warner Bros Discovery, Paramount Skydance, Netflix Pfizer, Moderna, Biontech, Tilray Brands, Swiss Re, Munich Re, Hannover Rück, iShares S&P 500 Insurance ETF (WKN: A0H08K), Rize USA Environmental Impact UCITS ETF (WKN: A3ENMA), iShares MSCI Climate Transition Aware UCITS ETF (WKN: 906866), Lyxor MSCI Green Infrastructure ETF (WKN: LYX0YL), VanEck Sustainable Infrastructure ETF (WKN: A12HWR), Teva Pharmaceutical, Bank Leumi, Bank Hapoalim, Elbit Systems und Check Point Software. Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über 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.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! 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/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über Optimismus bei Broadcom, Pessimismus bei Carl Zeiss Meditec und einen Rekordumsatz von Adobe. Außerdem geht es um Nvidia, AMD, Micron Technology, Lululemon, Munich Re, Daimler Truck, Traton, E.on, Microsoft und Globalstar. Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über 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.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! 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/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In this episode of Energy Evolution, host Eklavya Gupte explores how energy traders are turning to sophisticated weather analytics for a competitive edge. From weather derivatives to advanced AI-enhanced weather models, these tools are becoming more sophisticated by the day. The discussion features insights from two of Munich Re's weather derivatives specialists, Theresa Kammel and Pierre Buisson, who shed light on how the energy industry is increasingly using this market to hedge against weather-related financial risks, especially in the renewables space. Eklavya also speaks with Sean Kelly, CEO of energy forecasting company Amperon, about how AI is transforming weather analytics and reshaping how traders anticipate electricity demand, renewable generation and power prices.

In this episode of Energy Evolution, host Eklavya Gupte explores how energy traders are turning to sophisticated weather analytics for a competitive edge. From weather derivatives to advanced AI-enhanced weather models, these tools are becoming more sophisticated by the day. The discussion features insights from two of Munich Re's weather derivatives specialists, Theresa Kammel and Pierre Buisson, who shed light on how the energy industry is increasingly using this market to hedge against weather-related financial risks, especially in the renewables space. Eklavya also speaks with Sean Kelly, CEO of energy forecasting company Amperon, about how AI is transforming weather analytics and reshaping how traders anticipate electricity demand, renewable generation and power prices.

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

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.

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.

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

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.  

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.

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

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.

“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