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Additional buybacks are more feasible if P&C stocks slip and pricing moderates. -
Much was learned after the fires, but it could take years before that data influences models.
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Catastrophe losses in Q1 exceeded $50bn, the second highest on record.
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Inflation indices fell in April, but some items related to P&C are still elevated.
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Growth and returns on equity fall, but most of the industry is still profitable.
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P&C held up better than the S&P 500, but there are causes for longer term concern.
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Imported goods account for 30%-50%+ of materials used for HNW homes, versus 15%-25% in standard houses.
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The larger awards over the past two years could serve as an anchor for future verdicts.
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Cat losses last month were lighter than historical trends, but all eyes are on Q1 figures.
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What insurers can learn from the history that led to this deal.
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Surplus lines are still strong, but not the standout they used to be.
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Newly released annual stat filings on reserve data show some troubling trends.
