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SiriusPoint: Not a silver bullet – questions remain on execution/strategy

Sankaran will need to land a difficult integration and shrug off the total return reinsurer label.

Adam McNestrie, August 10, 2020
Sirius saved, even as it is sold

The Third Point Re acquisition removes the immediate risk of a downgrade below A- for Sirius.

Adam McNestrie, August 07, 2020
PartnerRe’s unconventional fundraise

The Covea deal gives PartnerRe EUR500mn of third-party funds as the retro market heads for the rocks.

Adam McNestrie, August 06, 2020
A relevered AIG = less capital flexibility just as the fun starts

AIG reported Q2 operating EPS of $0.66 versus $0.50 consensus and $1.43 YoY. Operating results were driven by an improving underlying general insurance result, offset by Covid losses, and lower net investment income.

Insurance Insider US Research, August 03, 2020
Aon spreads its sails

Unlike those of its peers, Aon's report on Friday included a few unexpected things.

Dan Lukpanov, August 03, 2020
Unsurprisingly surprising

Although Thursday's broker reports beat consensus expectations on most of the key performance metrics from the top to bottom line, the positive “surprises” were hardly surprising

Insurance Insider US Research, July 30, 2020
Will Watford bring the fight or continue to play possum?

Watford is facing its first investor call since its activist campaign began.

Dan Lukpanov, July 30, 2020
A good quarter to bury bad news

It would be easy to look at Chubb’s Q2 and consider it a rare instance of underperformance.

Dan Lukpanov, July 29, 2020
Brown & Brown: Better than expected, but for how long?

Yesterday, the broker reported Q2 results that included positive data points and provided further evidence that more acute revenue pressures appear not to have materialized.

Dan Lukpanov, July 28, 2020
Peak earnings arrives with Covid-19 still in focus

Following last week when the market heard from Travelers, Berkley, RLI, Employers, and Old Republic, the Q2 earnings season kicks into high gear this week.

James Thaler, July 27, 2020

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