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Stocks: Can P&C continue to exceed expectations in 2025?
Most insurers outperformed the S&P 500 last year, but the trend is unlikely to continue.
Amit Kumar
,
January 13, 2025
2025 broker outlook: Strategic M&A and expense rationalization on the horizon
But forecasts of slowing growth in recent years have been too pessimistic – and uncertainty remains.
Amit Kumar
,
January 08, 2025
2025 outlook: Will this be the year where workers’ comp turns?
Trends leading into 2025 may indicate workers’ comp releases have peaked.
Amit Kumar
,
January 03, 2025
Fronting: Headed for its biggest test yet as premium growth slows sharply
Fronting growth fell by half in 2024 due to uncertain loss climate and high cost of capital.
Amit Kumar
,
December 17, 2024
WTW investor day: Steady improvement, but still a work in progress
The firm’s trajectory could, however, make it harder to meet guidance going forward.
Amit Kumar
,
December 05, 2024
Year-to-date stat reserve analysis: This reserving turkey is down to the bone
Major reserve releases help drive strong Q3 and year-to-date results, but the industry looks over-optimistic.
Amit Kumar
,
December 02, 2024
Q3 stat data raises questions on year-end commercial line reserve adjustments
The P&C industry had its best Q3 combined ratio since 2015, driven by personal lines.
Amit Kumar
,
November 26, 2024
Q3 earnings recap: A mixed bag, but focus now on year-end reserving actions
The industry posted a good quarter, but reserving and loss cost concerns hardly abated.
Amit Kumar
,
November 21, 2024
Heavy 9M reserve releases likely to flip to charges in Q4
Reserve releases for the year-to-date are higher than in prior years despite elevated concerns on casualty trends.
Amit Kumar
,
November 14, 2024
Everest Global: Multiple heavy lifts at once
A signal around Q4 adverse development has brought the carrier into the spotlight.
Amit Kumar
,
November 13, 2024
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