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e/insurers must call time on the “arbitrage game” if they are to achieve meaningful


long-term change in the market. That is the view of Amer Ahmed, the president of Allianz Re, who describes the market as “an interesting place right now” due to the recent significant cat


losses, troubled asset environment, low


interest rates and a sustained soft cycle. All the factors suggest the market must react


in the coming months, he believes, yet he ac- knowledges that there is still no certainty as to when market hardening might occur. “From a reinsurer’s point of view there is


an expectation of an upward drift in pricing, but whether it will actually materialise is too difficult to call.” He notes that some improve- ment may occur at the January 1 renewals but, equally, it could take a further 12 months. Ahmed believes, however, that some re- insurers stand ready to react. “A number are


positioning themselves to pull capacity if prices continue to drift downwards. But it is one thing to say, another entirely to do it,” he says. In terms of Allianz Re specifically, Ahmed


24.10.11 MONDAY


Reaction is needed to improve pricing R


says the company is first and foremost seeking stability. “Our philosophy is that we want stable, high-quality capacity and that comes at a price. We don’t want cheap capacity one year and see it gone the next. Allianz seeks fairly priced and sustainable reinsurance. We are looking for partnerships with our key clients. If the terms are not appropriate, we are under no pressure to write under-priced business,” he says. The business is also keen to strengthen its position in selected areas. “We are not a mas- sive player in third party business but in spe- cific regions and on certain product lines we are looking to strengthen our position,” he says. “We are focused on particular niches such as agriculture, where we have great expertise, and


Amer Ahmed, the president of Allianz Re


through solutions such as Allianz Risk Trans- fer, which provides non-traditional solutions to buyers, particularly in a Solvency II environ- ment. We see great opportunities to further ex- pand our business.”


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