Research

Research

Brokers Q3: The long war for growth ensues

Success in the soft market will be had when careful preparation meets opportunity.

Noah Marchese, November 04, 2025
Research

October stock check-in: P&C gets left behind in Q3 earnings

Fears of the oncoming soft market are causing a sector rotation away from P&C.

Henry Meiners, November 03, 2025
Research

Everest’s re-pivot strategy cements its place in the penalty box

A re-focus on reinsurance nearly brings Everest back where it started.

Amit Kumar, October 30, 2025
Research

Specialty in Q3: We have entered the transitional phase

Normalized growth and peak multiples confirm we are headed towards a Darwinian race.

Amit Kumar, October 27, 2025
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
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