Gavin Davis

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Root’s new insurance 'cycle'

After the high of a “successful” IPO, Root has quickly been introduced to the less fun sides of being a public company.

Gavin Davis, December 09, 2020
InsurTech and the Valley of Death

Raising capital is not a one-shot game for early-stage companies.

Gavin Davis, November 20, 2020
AIG: When is new equity capital not new equity capital?

Thoughts from our research team on new disclosures on the firm’s proposed break up.

Dan Lukpanov, November 09, 2020
AIG’s new plan to have a plan

Inside P&C looks ahead to the insurer’s results/call, with both comp and capital under scrutiny.

Gavin Davis, November 05, 2020
AIG: The ruins of Ozymandias

AIG's proposed break-up in focus.

Dan Lukpanov, October 27, 2020
To infrequency and beyond!

Are emerging frequency benefits a simple symptom of an unprecedented economic environment that will inevitably mean revert, or will a changing economy lead to a secular shift?

Dan Lukpanov, October 26, 2020