Research series

Stock check-in

P&C held up better than the S&P 500, but there are causes for longer term concern.

Henry Meiners, May 05, 2025

Cat heatmap

Severe weather in March drove monthly and Q1 losses to historic highs.

Noah Marchese, April 23, 2025

Loss costs

Despite positive inflation headlines, there are issues for insurers under the surface.

Henry Meiners, April 15, 2025

Cat heatmap

Cat losses last month were lighter than historical trends, but all eyes are on Q1 figures.

Noah Marchese, March 25, 2025

Loss costs

Last month’s inflation figures were lower than expected, but tariffs continue to loom.

Henry Meiners, March 14, 2025

Stock check-in

The insurance market remains generally immune to tariff uncertainty, but not all is well.

Henry Meiners, March 07, 2025

GL and commercial auto rates accelerate at year-end as social inflation worsens.

Noah Marchese, February 25, 2025

Cat heatmap

January cat losses continue to run higher than prior years, with no help from latest wildfires.

Noah Marchese, February 21, 2025

Loss costs

January CPI/PPI heats up but won’t translate to higher loss costs.

Henry Meiners, February 19, 2025

Stock check-in

Insurance stocks are lukewarm amid earnings season, cats and political changes.

Amit Kumar, February 06, 2025

Loss costs

Loss-cost indicators are high for liability, low for property.

Amit Kumar, January 21, 2025

Stock check-in

Most insurers outperformed the S&P 500 last year, but the trend is unlikely to continue.

Amit Kumar, January 13, 2025