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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (42704)5/18/2011 12:48:19 AM
From: Spekulatius   of 78745
 
The shareholder funds of life insurance are sensitive to spreads, as well as changes in absolute interest rate levels. If those change, book equity will change. unless it goes to extremes, affects, the solvency as determined by regulators, or real losses occur in the credit portfolio, it should not be a major concern. At least that is my understanding.

Also note that Embedded value (the discounted cash flow value of the insurance book) has gone up 10% during the quarter.
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