Research series

Reserves will join rate softening, margin pressure, as key topics in Q4 discussions.

Amit Kumar, January 16, 2026

Loss costs

Casualty and auto loss costs continue to rise due to inflation as we head into 2026.

Henry Meiners, January 15, 2026

Stock check-in

Worsening market conditions drove the majority of P&C stocks to underperform the S&P 500 in 2025.

Noah Marchese, January 06, 2026

Research

An impending soft market further complicates the outlook for carriers with long-tail casualty exposure.

Amit Kumar, January 05, 2026

Research

Carriers underweight in E&S could lead the charge in the next round of M&A.

Amit Kumar, December 15, 2025

Research

Investors recalibrate their expectations for the segment as the soft market approaches.

Noah Marchese, December 09, 2025

Highly concentrated, overly leveraged fronts could repeat the Unicover-Reliance story.

Amit Kumar, December 08, 2025

Research

A favorable nine months for the industry does not solve its underlying problems.

Amit Kumar, December 02, 2025

Research

Loss ratios in troubled casualty lines ticked down year-over-year despite worsening loss costs.

Amit Kumar, November 25, 2025

Cat heatmap

Light cat losses at year-end portend capital deployment and return decisions in 2026.

Noah Marchese, November 24, 2025

Research

Sizable reserve releases offsetting casualty reserve charges cannot last forever.

Noah Marchese, November 21, 2025

Softening rates amid worsening loss costs paints an uncertain future for the industry.

Noah Marchese, November 18, 2025