-
The timing is unhelpful as the global insurer tries to get on the front foot with M&A.
-
The global insurer is buying access to distribution and underwriting at a carrier with a 27% GWP CAGR.
-
The global insurer will need to convince investors on the quality of the book.
-
Dealmaking took centerstage, but other discussed topics were growth, talent and capacity.
-
There’s nothing medical about SAM claims.
-
MGAs that are good operators will stick out compared to the rest.
-
The mood in Orlando was sunny among cedants and reinsurers alike, but there are clouds on the horizon.
-
E&S is most exposed to growth normalization, private credit is hunting P&C and fronting is deadlocked on exits.
-
Insurers are pleased, brokers are looking for trade-offs, and everyone’s talking about Howden.
-
Sexual abuse and molestation exclusions are starting to hold in higher layers of hospital towers this year.
-
The as-yet unnamed platform will have to compete in a crowded market for M&A and lift-out opportunities.
-
Winners and losers will emerge more clearly, with less opportunity to ride the market wave.

