Munich RE CEO Says Interest Rates May Have Seen Bottom

The video discusses the potential for interest rate hikes and their global implications, particularly in Europe and Germany. It highlights the challenges faced by businesses due to negative interest rates and the spread between US and German Treasurys. The impact on reinsurance and primary business is explored, with a focus on the US market. The video concludes with a discussion on M&A opportunities, emphasizing the challenges of high market prices despite being well-capitalized.

What are the expected changes in interest rates according to the speaker?

What factors does the speaker believe will affect the mindset of investors?

How does the speaker describe the current situation of the German yield?

What challenges does the speaker mention regarding the reinsurance business?

What is the speaker's perspective on M&A opportunities?