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Henry Meiners
Associate
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Published by this author:
Research
Consolidation in 2026: No one wants to be the last one on the dance floor
Carriers underweight in E&S could lead the charge in the next round of M&A.
Amit Kumar
,
December 15, 2025
Research
Broker stocks fall from five-year highs and multiples compress as the cycle turns
Investors recalibrate their expectations for the segment as the soft market approaches.
Noah Marchese
,
December 09, 2025
Fronting in depth
Fronting Part III: Will history repeat itself?
Highly concentrated, overly leveraged fronts could repeat the Unicover-Reliance story.
Amit Kumar
,
December 08, 2025
Research
9M commercial lines data: Taking one step forward and two steps back
A favorable nine months for the industry does not solve its underlying problems.
Amit Kumar
,
December 02, 2025
Research
Best P&C industry results for nine months mask divergent trends
Loss ratios in troubled casualty lines ticked down year-over-year despite worsening loss costs.
Amit Kumar
,
November 25, 2025
Cat heatmap
October cat heatmap: Cat losses light as we approach year-end
Light cat losses at year-end portend capital deployment and return decisions in 2026.
Noah Marchese
,
November 24, 2025
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