Henry Meiners

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We’re not down with DCC: Defense cost analysis shows social inflation hit

Litigation costs continue to weigh on long-tail lines, but effects of tort reform are visible.

Amit Kumar, July 02, 2025
June stocks: The market catches up to P&C

P&C’s outperformance lead dwindles, while specialty rises above other segments.

Henry Meiners, July 01, 2025
P&C capital management complicated by reserves, stock moves and pricing

Additional buybacks are more feasible if P&C stocks slip and pricing moderates.

Amit Kumar, June 26, 2025
May cat losses high, but Q2 cat load may be more manageable than feared

The research team presents the May cat heatmap.

Noah Marchese, June 24, 2025
May loss costs: Warning signs from construction costs

Tariffs could drive up property loss costs, but the impact on other items has been muted.

Henry Meiners, June 18, 2025
Social inflation adds $200bn+ over 16 years, but it’s not just LitFin

A deep-dive analysis shows LitFin is not the boogeyman this industry paints it out to be.

Amit Kumar, June 17, 2025