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Dealmaking took centerstage, but other discussed topics were growth, talent and capacity. -
There’s nothing medical about SAM claims.
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MGAs that are good operators will stick out compared to the rest.
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The mood in Orlando was sunny among cedants and reinsurers alike, but there are clouds on the horizon.
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E&S is most exposed to growth normalization, private credit is hunting P&C and fronting is deadlocked on exits.
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Insurers are pleased, brokers are looking for trade-offs, and everyone’s talking about Howden.
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Sexual abuse and molestation exclusions are starting to hold in higher layers of hospital towers this year.
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The as-yet unnamed platform will have to compete in a crowded market for M&A and lift-out opportunities.
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Winners and losers will emerge more clearly, with less opportunity to ride the market wave.
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The insurer has chosen a “take two” deal after buying Endurance, betting again on Bermuda.
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The completion is also good news for Marsh, Aon, WTW and other potential buyers in US retail.
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The company was right to drop its reinsurance unit and refocus on its specialty roots.
