ICMR Features on Peel Hunt Insights Podcast: Exploring Investment Opportunities at Lloyd’s
Unpacking the drivers behind Lloyd’s >20% pre-tax returns and expanding access for investors
We are delighted to share our recent participation in the latest episode of the Peel Hunt Insights podcast. The ICMR team recently sat down with Andreas Van Embden, Head of Financials Research at Peel Hunt, for an in-depth discussion on a topic central to our market analysis: “Investing at Lloyd’s.”
Lloyd’s continues to reaffirm its position as the world’s leading (re)insurance marketplace. As we explore in the episode, the market is currently demonstrating exceptional financial strength, delivering greater than 20% pre-tax returns for three consecutive years alongside an impressive £57.9bn in FY25 premium income.
Against this backdrop of sustained long-term growth, the avenues for investor access into this high-margin, specialty market are expanding significantly. A key driver of this evolution is the rising influx of third-party capital, which is fundamentally reshaping how investors can participate in specialty underwriting returns.
Our conversation with Andreas builds upon the foundational data and insights from the latest Syndicate Statistics report, produced by ICMR and co-sponsored by Peel Hunt. As listeners will hear, navigating this market requires a detailed view of performance. By analysing the market both in aggregate and at a granular, syndicate level, investors can better identify and explore the most compelling opportunities.
Whether you are an established market participant, a capital provider, or an investor looking to diversify into specialty (re)insurance, this episode offers valuable, data-backed perspectives on the market’s current trajectory and future potential.
Listen to the full conversation here:
- Spotify: Listen on Spotify
- Apple Podcasts: Listen on Apple Podcasts
- Watch the Video / Web Player: Peel Hunt Gallery
To learn more about syndicate-level performance, you can also explore the latest Syndicate Statistics report co-sponsored by Peel Hunt.
The underlying data is also available as part of the ICMR.Data product: