Henry Meiners

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April loss costs: Inflation is down, but not for insurers

Inflation indices fell in April, but some items related to P&C are still elevated.

Henry Meiners, May 16, 2025
Q1 earnings: A recap in five charts

Growth and returns on equity fall, but most of the industry is still profitable.

Henry Meiners, May 09, 2025
April stocks: Investors should remain cautious despite relative outperformance

P&C held up better than the S&P 500, but there are causes for longer term concern.

Henry Meiners, May 05, 2025
Brokers Q1: Growth will be hard-fought from here

It will be tough to pull off prior goals despite management assurances.

Noah Marchese, May 01, 2025
P&C investor sentiment: Will macro headwinds be the fourth horseman?

Inflection sets in for insurance stocks as macro albatross gets heavier.

Amit Kumar, April 30, 2025
MGAs: Market size grows to nearly $100bn in 2024, but expansion has plateaued

MGA growth is still strong but has passed its 2022 peak.

Amit Kumar, April 25, 2025