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January loss costs: Don’t fear the tariffs

January CPI/PPI heats up but won’t translate to higher loss costs.

Henry Meiners, February 19, 2025
Regionals earnings: Divergent paths lead to divergent results

Regionals and smaller carriers need to exercise vigilance when expanding commercial casualty lines.

Amit Kumar, February 18, 2025
Q4 reserves: Releases exceed past fourth quarters, and that’s not good

Casualty reserve concerns continue to mount as releases remain elevated.

Amit Kumar, February 13, 2025
Stocks: Casualty, Trump and future growth prospects lead to a mixed performance

Insurance stocks are lukewarm amid earnings season, cats and political changes.

Amit Kumar, February 06, 2025
Brokers Q4: Business mix and M&A key as organic growth wanes

Company-specific strategies will play a vital role in sustaining growth in the current market.

Amit Kumar, February 04, 2025
Everest: It’s all in the execution from here

The carrier’s year-end kitchen sink action is a make-or-break moment for a troubled franchise.

Amit Kumar, January 30, 2025
Travelers Q4: The odd one out in commercial lines

The insurer’s strong Q4 results might not read across to the rest of its peer group.

Amit Kumar, January 24, 2025
December loss costs: Not just the price of eggs

Loss-cost indicators are high for liability, low for property.

Amit Kumar, January 21, 2025
Q4 earnings preview: How do reserve releases trend in Q4?

Year-end reserving, Milton and wildfires will dominate Q4 earnings discussions.

Amit Kumar, January 17, 2025
Everest’s quandary: Finish what Andrade started or change course?

New CEO Williamson will likely continue walking the hybrid path, with an emphasis on fixing US casualty.

Amit Kumar, January 14, 2025

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