Allianz Se · XETR:ALV
Allianz — Investor Presentation (May 2024)
7 slides from Allianz's investor presentation, May 2024
Slide 1: Global Insurance Markets
Global Insurance Markets Selected Data May 2024
Slide 2: Growing in lockstep
GLO BAL INSURANCE MARKETS- LO O KING BACK Growing in lockstep Global GWP* and nominal GDP growth Global GWP as % of GDP annual change in % by segments 12,0 8,0 7,0 10,0 1,2 1,6 6,0 8,0 5,0 2,5 4,0 2,5 6,0 3,0 4,0 2,0 3,4 3,0 2,0 1,0 0,0 0,0 2013 2023 -2,0 GWP (life, p&c and health) GDP life p&c heal
Slide 3: Balanced growth
GLO BAL INSURANCE MARKETS- LO O KING BACK Balanced growth GWP growth, 2023 by region / country, in % World North America Western Europe total Asia ex JPN & CHN health Rest of the World life CHN p&c JPN -5,0 0,0 5,0 10,0 15,0 20,0 25,0 *The conversion into EUR is based on 2023 exchange rates. Japan:
Slide 4: Life is back
GLO BAL INSURANCE MARKETS- LO O KING BACK Life is back Absolute premium growth 2023 Total gross written premiums by region in EUR bn 2013 (inside) and 2023 (outside) by region / country, in % North America 5,7 4,8 69,5 Western Europe 5,4 10,6 9,2 10,8 Asia ex JPN & CHN 6,7 35,9 38,9 46,5 77,8 9,9 9,
Slide 5: The old continent trails behind
GLO BAL INSURANCE MARKETS- LO O KING BACK The old continent trails behind Share of absolute premium growth by region, 2013 - 2023 in % 4,1 5,4 10,8 23,3 15,2 LIFE: 22,2 P&C: HEALTH: 7,1 +EUR817bn +EUR894bn +EUR817bn 55,2 53,7 worldwide worldwide worldwide 18,9 72,4 11,9 North America Western Europe
Slide 6: EUR5trn more
GLO BAL INSURANCE MARKETS- LO O KING AHEAD EUR5trn more Share of additional gross written premiums by 2034, by region in % 9,6 8,6 20,0 19,1 4,2 9,4 0,6 LIFE: P&C: 40,9 5,3 HEALTH: 23,7 +EUR1,887bn +EUR1,427bn 6,3 +EUR1,660bn 17,1 15,0 worldwide worldwide worldwide 70,4 11,3 25,5 12,9 North America
Slide 7: North America as the undisputed number one
GLO BAL INSURANCE MARKETS- LO O KING AHEAD North America as the undisputed number one Total GWP 2023 (inside) and 2034 (outside) Growth across the board by region / country, in % GWP growth, CAGR 2024-2034 by region, in % North America World 8,5 3,5 Asia ex JPN & CHN Western Europe 5,7 4,8 North Ame