Research series

Travelers and Selective’s releases point to ongoing reserving challenges this earnings season.

Amit Kumar, July 22, 2024

Reserving trends, pricing declines and hurricane forecasts are causes for concern.

Amit Kumar, July 16, 2024

Stable first half insufficient to counterbalance concerns on reserving trends.

Amit Kumar, July 11, 2024

The industry is mostly reluctant to raise capital with high interest rates, except for brokers.

Amit Kumar, July 09, 2024

Investor skepticism visible in stock prices and short interest data over first half of 2024.

Amit Kumar, July 02, 2024

Reserve releases in workers' comp may have been premature despite industry confidence.

Amit Kumar, July 01, 2024

Analysis shows several CEOs with pay diverging from the trendline.

Amit Kumar, June 25, 2024

An “above average” hurricane season could spell disaster, but forecasts are not gospel.

Amit Kumar, June 18, 2024

Analysis of company performance post-IPO shows varying trajectories over time

Amit Kumar, June 12, 2024

Loss picks for other liability are at a 23-year high, but that still may not be enough.

Amit Kumar, June 10, 2024

The discrepancy between rising claim counts and favorable reserves is cause for concern.

Amit Kumar, June 05, 2024

Industry trends show the Axis book value growth goal may be hard to hit.

Amit Kumar, June 04, 2024