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Key questions include whether this is bad enough to trigger real change in Florida, and how elastic cat treaty capacity is to price. -
The incoming CEO is different than his predecessor, but has already won hearts and minds in Marsh McLennan, and outside it.
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Reinsurers are more bullish about their prospects than they have been in years, but start-up and ILS fundraising is a desert.
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The fronts are highly leveraged balance sheet firms taking significant underwriting risk, with high levels of counterparty credit risk.
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Ratings agencies suggest that carriers must do better on controlling volatility – but diverging risk appetites give the lie to the idea that the industry is walking away from risk.
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Management should grasp the opportunity of building a more unified firm while thoughtfully choosing its next M&A move.
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Cedants will either have to cede away more margin to reinsurers, re-underwrite their portfolios to reduce volatility, or dial up their cat bets.
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PE appetite for retail broking platform’s remains high, with positive read-across for Relation’s process.
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The firm needs to get a grip in HNW, dial up commercial lines growth, cut through the Corebridge knot and then an acquisition will be next.
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After the bumpy rebalancing away from reinsurance, the firm must now step up to deliver on the plan based around its better-performing insurance unit.
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Beazley and Chubb are working on different approaches as the market tries to get its arms around the aggregation risk.
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It’s still a great time to be a specialty insurer, but uncertainty about future prospects is mounting.
