Research series

Kin joins the building InsurTech fundraising bonanza

Backing is now easier to come by and firms that already have a start are in greater demand.

Bernard Goyder, August 14, 2020

Lemonade – Boldly taking insurance from the 1750s to the 1930s in a single leap

Lemonade’s growth model in focus following first conference call with new investors.

Dan Lukpanov, August 13, 2020

Brokers wrap: Bracing for normalcy

The second quarter marked the first period of organic contraction for our public broker composite since the global financial crisis.

Insurance Insider US Research, August 12, 2020

Auto: Carriers win big on frequency benefits

The “empty-street” economy has left auto exposed names in a relatively favorable position, highlighted by a second quarter of strong earnings growth and beats when compared to street estimates.

Insurance Insider US Research, August 10, 2020

SiriusPoint: Not a silver bullet – questions remain on execution/strategy

Sankaran will need to land a difficult integration and shrug off the total return reinsurer label.

Adam McNestrie, August 10, 2020

Sirius saved, even as it is sold

The Third Point Re acquisition removes the immediate risk of a downgrade below A- for Sirius.

Adam McNestrie, August 07, 2020

PartnerRe’s unconventional fundraise

The Covea deal gives PartnerRe EUR500mn of third-party funds as the retro market heads for the rocks.

Adam McNestrie, August 06, 2020

A relevered AIG = less capital flexibility just as the fun starts

AIG reported Q2 operating EPS of $0.66 versus $0.50 consensus and $1.43 YoY. Operating results were driven by an improving underlying general insurance result, offset by Covid losses, and lower net investment income.

Insurance Insider US Research, August 03, 2020

Aon spreads its sails

Unlike those of its peers, Aon's report on Friday included a few unexpected things.

Dan Lukpanov, August 03, 2020

Unsurprisingly surprising

Although Thursday's broker reports beat consensus expectations on most of the key performance metrics from the top to bottom line, the positive “surprises” were hardly surprising

Insurance Insider US Research, July 30, 2020

Will Watford bring the fight or continue to play possum?

Watford is facing its first investor call since its activist campaign began.

Dan Lukpanov, July 30, 2020

A good quarter to bury bad news

It would be easy to look at Chubb’s Q2 and consider it a rare instance of underperformance.

Dan Lukpanov, July 29, 2020