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Henry Meiners

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Research

September cat heatmap: Light at the end of the hurricane season tunnel

Cat losses in Q3 were light as peak hurricane season passes without incident.

Noah Marchese, October 22, 2025
Research

Q3 early read: Soft market monster gets closer

Early Q3 earnings reports point to worsening market conditions.

Amit Kumar, October 20, 2025
Research

Fronting Part II: Writing a lot of business doesn’t make it good business

Fronting doesn’t look any better when it’s broken down by segment.

Amit Kumar, October 14, 2025
Research

Q3 earnings preview: All quiet on the property-cat front

Lighter cat losses a plus, while top-line, organic growth and reserving concerns persist.

Noah Marchese, October 10, 2025
Opinion

Our 10 takeaways from the industry’s Davos – Part II

E&S is most exposed to growth normalization, private credit is hunting P&C and fronting is deadlocked on exits.

Adam McNestrie, October 09, 2025
Brokers

Our 10 takeaways from the industry’s Davos – Part I

Insurers are pleased, brokers are looking for trade-offs, and everyone’s talking about Howden.

Adam McNestrie, October 08, 2025

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