Research | Insurance Insider US

Search results for

Tip: Use operators exact match "", AND, OR to customise your search. You can use them separately or you can combine them to find specific content.

There are 687 results that match your search.687 results

Suddenly More to Prove

It was clear to us by early March that 2020 would likely be a “prove-it” year for the remaining Bermuda independents, and suddenly these companies have much more to prove.

IPC Research, May 22, 2020
Brokers: You Can't Have Your Rate And Eat It Too

Covid-19 marked the beginning of a year of big trade-offs for the insurance intermediaries.

IPC Research, May 17, 2020
When Playing "The Price Is Right", The First is Always The Worst

The brokers' Q1 comments reinforce the tough trade-offs facing insurance intermediaries following the solid Q1 results but dim 2020 outlook.

IPC Research, May 01, 2020
Aon goes nuclear = it’s worse than you think

After a surprisingly positive start, new data points emerging from Q1 earnings are skewing negative. In fact, the drip-drip of bad news is starting to become a stream.

IPC Research, April 27, 2020
Q1:20 Meditations In An Emergency – A Five Step Covid Playbook

With Q1 results kicking off on Tuesday with Chubb, Travelers, WR Berkley, and RLI, we see the set-up in P&C as skewed to the downside for the foreseeable future.

IPC Research, April 19, 2020
A black swan moment for levered roll-ups

We view current economic conditions manifesting as a potential “out of sample” problem the highly levered agent roll-up model has not anticipated.

IPC Research, April 16, 2020
P&C stocks underperformed the market during Covid-19 selloff

P&C stocks underperformed all sectors outside financials and energy in March.

IPC Research, April 07, 2020
Aon-Willis: Markets are pricing in the likelihood of no deal

The stock price movements of Aon and Willis Towers Watson since their mega-merger was announced suggests investors are proceeding with caution ahead of possible shareholder and regulatory opposition.

IPC Research, March 27, 2020
Aon-Willis: A strategic coup, but an unfair price

The deal has both sound financial and strategic rationale. But is it a fair deal? Not exactly.

Dan Lukpanov, March 12, 2020
2020: A 'Prove-It' Year for Bermuda Independents?

Aspen and Argo hang over the Bermuda market, offering a parable of potential consequences for the remaining Bermuda “independents” in a make-or-break year.

IPC Research, March 09, 2020

...