Show Notes
Everyone at Monte Carlo this year agreed the market's calm. Laurent Montador, Deputy CEO of Arundo Re, thinks that's exactly the problem. He joins The Reinsurance Podcast to explain why three straight years of softening, wildfires spreading from Los Angeles to the south of France, and a jittery bond market might be quietly setting up the next hard cycle.
WHAT YOU'LL LEARN: Why disciplined reinsurers are still finding room to compete in a soft market without breaking form How wildfires in France and Spain are changing the way secondary perils get priced — and why they're so hard to model Where agentic AI is actually landing in reinsurance operations, and why the front office stays human Which combination of shocks — inflation, financial markets, losses — could flip a soft market hard almost overnight Where Arundo Re is still finding growth (India and life reinsurance) while other lines soften
TIMESTAMPS:00:00 Intro00:37 Monte Carlo 2026: a market still softening01:47 Staying disciplined without losing clients02:47 When cedents and brokers push back on terms03:52 Wildfires move secondary perils closer to home05:27 Where AI is actually being used in reinsurance06:42 Real-time data, real risk: the privacy tightrope07:57 The pockets of growth in a soft market09:07 The combination that could harden the market fast10:42 Closing thoughts from Monte Carlo
EPISODE LINKS: Laurent's LinkedIn: https://www.linkedin.com/in/laurent-montador-3b41688/Arundo Re: https://www.arundore.com/
CONNECT WITH US:Say Hello: [email protected]: https://www.supercede.comLinkedIn: https://www.linkedin.com/company/supercedehqX: https://twitter.com/SupercedeHQYouTube: https://www.youtube.com/@SupercedeHQRSS Feed: https://anchor.fm/s/7e741c8c/podcast/rss
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