Fitch: As Fed Hikes, Effects on LT Rates Key to US Life Insurers
If longer term rates decline to levels seen in late 2012 (i.e. 10-year Treasury below 1.75%) and stay low beyond 2016, Fitch expects the life insurance industry outlook to shift to negative. This 'curve flattening' scenario would weaken US life insurers' earnings profiles and potentially weaken capitalization if insurers must boost reserves to meet future requirements.
The liability-driven investment strategies used by US life insurers require investment in long-term fixed maturity investments that provide a match to their long-duration liabilities.
A rise in short-term rates that leads to a corresponding rise in long-term rates (i.e. parallel shift in the yield curve, or further curve steepening) by 100 bps-150 bps over the coming year could have positive implications for our sector outlook provided US life insurers can effectively manage certain risk factors that may arise in such a scenario.
Positively, gradually rising interest rates across the yield curve provides significant benefits across all major life insurance and annuity products, favorably affecting reinvestment rates, interest margins and reserve adequacy.
However, a rising interest rate scenario could also increase risk associated with policyholder disintermediation, liquidity stresses related to collateral posting requirements on interest rate hedges, and uncertain statutory capital impacts associated with the interplay of variable annuity statutory reserves and related hedges.
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