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Henry Meiners
Associate
Contact
email
Published by this author:
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
Research
How will reinsurers deploy excess capital after a quiet hurricane season?
Expansion into adjacent markets, capital return and M&A among top means of capital deployment.
Noah Marchese
,
October 06, 2025
Research
September stock check-in: Best and worst performers as we head to earnings
Industry stocks were firmly behind the S&P 500 in Q3.
Henry Meiners
,
October 02, 2025
Research
September FOMC Meeting: What do lower interest rates mean for insurers?
Lower rates mean lower investment incomes and higher book values for insurers.
Henry Meiners
,
September 26, 2025
Research
August cat heatmap: Mother Nature’s last head-fake?
Cat losses in August were below historical trends, but we are not in the clear just yet.
Noah Marchese
,
September 22, 2025
Interest rates may go down, but inflation rates continue to go up
While the Fed is more concerned with jobs, other macroeconomic concerns trouble the industry.
Henry Meiners
,
September 16, 2025
Research
Fronting loss ratios show massive underperformance
Reinsurers will not back business indefinitely where loss ratios continue to exceed the industry by a wide margin.
Amit Kumar
,
September 15, 2025
Research
H1 commercial lines data shows industry grappling with social inflation
Persistent social inflation challenges evident across key long-tail lines at half-year mark.
Amit Kumar
,
September 09, 2025
Research
August stocks: P&C stocks show signs of modest recovery after mixed Q2
P&C stocks recovered faster than the S&P 500 following a late July dip, but a gap remains.
Noah Marchese
,
September 03, 2025
Research
H1 stat reserves: A strong headline isn’t everything
High H1 reserve releases of $7.4bn were driven by the largest of carriers.
Amit Kumar
,
September 03, 2025
Research
Sompo-Aspen may trigger conversations, but deals could be further off
Analysis of market conditions, reserves show that this might not lead to an overnight consolidation boom.
Amit Kumar
,
August 29, 2025
Research
Q2 stat data shows trouble in key commercial lines
The other liability loss ratio continued to rise as workers’ comp and commercial auto reversed course.
Amit Kumar
,
August 27, 2025
Research
July cat heatmap: Hope for the best, but prepare for the worst
Cat losses in July were below historical trends, but all eyes are on peak hurricane season.
Noah Marchese
,
August 25, 2025
Research
InsurTech: Doing whatever it takes to survive
Full-stack carriers fail to outclass incumbents with no clear platform differentiation.
Amit Kumar
,
August 21, 2025
Research
CIAB Q2: The orderly slowdown continues as the market softens
Ongoing pricing headwinds stand to weigh on carriers’ returns and valuations.
Noah Marchese
,
August 19, 2025
Research
July CPI/PPI: Inflation data continues to be negative for P&C loss costs
Despite mild headline CPI, some insurance-related items are heading in a worrying direction.
Henry Meiners
,
August 15, 2025
Research
Research: Five charts that recap Q2 earnings
Profitability improves, even as growth stagnates.
Henry Meiners
,
August 14, 2025
Research
Brokers Q2: The normalization of organic growth and the expectations reset
Not everyone will emerge unscathed as brokers navigate the slow-growth environment.
Noah Marchese
,
August 06, 2025
Research
July stocks: P&C index loses steam as market conditions worsen in Q2
The S&P 500 outperforms as P&C tumbles on mixed earnings.
Noah Marchese
,
August 04, 2025
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