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Insurers have thrown fuel on the fire of the soft property market and brokers will struggle to eke out organic growth.
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The board has moved decisively to put in place credible nextgen leadership, closing off sale speculation.
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The move from Chubb comes at a moment of perceived weakness for AIG.
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The timing is unhelpful as the global insurer tries to get on the front foot with M&A.
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The global insurer is buying access to distribution and underwriting at a carrier with a 27% GWP CAGR.
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The global insurer will need to convince investors on the quality of the book.
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Dealmaking took centerstage, but other discussed topics were growth, talent and capacity.
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There’s nothing medical about SAM claims.
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MGAs that are good operators will stick out compared to the rest.
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The mood in Orlando was sunny among cedants and reinsurers alike, but there are clouds on the horizon.
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E&S is most exposed to growth normalization, private credit is hunting P&C and fronting is deadlocked on exits.
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Insurers are pleased, brokers are looking for trade-offs, and everyone’s talking about Howden.

