Complete archive

Newsletter Archive

Every published edition of The Credibility Report, organized by publication month and edition sequence.

Start here

Edition 22: ILS Institutionalizes: $20bn AUM, Cat Bond Innovation, and Spatial LASSO

UCITS cat bond funds cross $20bn AUM for the first time, April reinsurance renewals deliver steepest broad price correction in over a decade (down 10–30%), Hannover Re places third cloud risk cat bond, Dallas Fed documents home insurance inflation misalignment, and LASSO-penalized spatial estimation for multivariate Gaussian random fields.

Read latest issue

April 2026

Latest

Edition 22: ILS Institutionalizes: $20bn AUM, Cat Bond Innovation, and Spatial LASSO

UCITS cat bond funds cross $20bn AUM for the first time, April reinsurance renewals deliver steepest broad price correction in over a decade (down 10–30%), Hannover Re places third cloud risk cat bond, Dallas Fed documents home insurance inflation misalignment, and LASSO-penalized spatial estimation for multivariate Gaussian random fields.

April 12, 2026

Edition 23: Reinsurance Renewals & ILS Market Dynamics

UCITS cat bond funds cross $20bn AUM for the first time, April reinsurance renewals deliver steepest broad price correction in over a decade (down 10–30%), Hannover Re places third cloud risk cat bond, Dallas Fed documents home insurance inflation misalignment, and LASSO-penalized spatial estimation for multivariate Gaussian random fields.

April 17, 2026

Edition 21: Rates Fall 15–20%, ILS Assets Recover to $6.5bn

April reinsurance renewals bring deepening property-cat softening (Japan -15 to -20%), ILS assets recover to late-2018 levels (+24% YoY), climate-conditioned ILW strategies materially outperform static models, Palomar launches $375m cat bond.

April 12, 2026

Edition 20: The Market Correction Deepens

US commercial rates correct to +2.9%, cyber and D&O now price-declining, AI production era arrives (80% in production, 38% generating value), steepest reinsurance price decline in over a decade, Solvency II 2026 review advancing.

April 11, 2026

Edition 19: Reinsurance Renewals, Cloud Risk Cat Bonds, and Record ILS Capital

April renewals soften further, Hannover Re launches first cloud risk cat bond, Stone Ridge ILS AUM hits $6.5bn, Japan cat rates down 16%, and a structural shift in the cat bond market.

April 10, 2026

March 2026

February 2026

January 2026

December 2025

November 2025