Henry Meiners

Associate

Contact

Published by this author:

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
Q1 early take: Tariff impact unclear, but overall pricing starts to slow

Macroeconomic volatility could also create top-line headwinds.

Amit Kumar, April 25, 2025
March cat heatmap: Cat losses are worse than expected, and that’s not good

Severe weather in March drove monthly and Q1 losses to historic highs.

Noah Marchese, April 23, 2025
Travelers Q1: Tariffs may be manageable for commercial insurers

Industry bellwether results and commentary don't indicate a crisis, despite uncertainty.

Amit Kumar, April 17, 2025