Research series

Q3 earnings preview: Death by a thousand cuts

This week kicks off Q3 earnings with the traditional early reporters – Travelers, WR Berkley and RLI – followed by an absolute frenzy of releases the following week.

Insurance Insider US Research, October 19, 2020

Truist’s Q3 hints at upside surprises for brokers

Yesterday, Truist Insurance provided its traditional first look at likely trends in the insurance broking sector.

Dan Lukpanov, October 16, 2020

Progressive shows Root what a winning growth model looks like

Progressive’s September results were strong. The firm reported $0.57 in operating EPS, up 48.7% YoY, and saw a headline combined of 88.3% (down -4pts YoY).

Insurance Insider US Research, October 15, 2020

Arch-Watford: The sweet relief of a miserable ending?

Should Watford Re’s long suffering shareholders be satisfied with a miserable end?

Dan Lukpanov, October 13, 2020

Exec comp: P&C bosses underpaid relative to peers

Inside P&C takes a deep dive into industry executive compensation versus the broader economy.

Dan Lukpanov, October 12, 2020

Root IPO: InsurTech and The Big Lie

Our research team delves deep into the latest “unicorn” IPO from InsurTech land.

Insurance Insider US Research, October 08, 2020

Auto frequency: The 90% plateau

Observable real-time data for September shows an estimated decline in auto accidents of 11%.

Insurance Insider US Research, October 05, 2020

P&C stocks: The worst month since March

Despite a partial recovery by the end of the month, September closed as the first negative month for both the S&P 500 (-3.9%) and the Inside P&C Select (-5.3%) since March.

Insurance Insider US Research, October 01, 2020

Four more years?

Inside P&C’s director of research argues AIG needs a new external chairman.

Gavin Davis, September 30, 2020

AIG: The case for a break-up, revisited

The case for an AIG break-up is clear, but the market remains skeptical. We outline the primary pushback and arguments against it.

Gavin Davis, September 25, 2020

Bump! Enstar crashes Arch’s party

Less than a day after we predicted a bumpy ride for Arch’s potential takeover of Watford, Enstar made clear its potential to play spoiler.

Gavin Davis, September 22, 2020

Watford-Arch: The possible paths for a bumpy ride

Though a buy-in from Arch may still be the most likely outcome, there are potential alternative paths that could make the transaction less than smooth.

Gavin Davis, September 21, 2020