Research series

Third-party litigation financing remains the thorn in the sides of casualty insurers.

Noah Marchese, May 19, 2025

Loss costs

Inflation indices fell in April, but some items related to P&C are still elevated.

Henry Meiners, May 16, 2025

Earnings recap

Growth and returns on equity fall, but most of the industry is still profitable.

Henry Meiners, May 09, 2025

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

Broker recap

It will be tough to pull off prior goals despite management assurances.

Noah Marchese, May 01, 2025

Research

Inflection sets in for insurance stocks as macro albatross gets heavier.

Amit Kumar, April 30, 2025

Research

MGA growth is still strong but has passed its 2022 peak.

Amit Kumar, April 25, 2025

Early read

Macroeconomic volatility could also create top-line headwinds.

Amit Kumar, April 25, 2025

Cat heatmap

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

Noah Marchese, April 23, 2025

Research

Industry bellwether results and commentary don't indicate a crisis, despite uncertainty.

Amit Kumar, April 17, 2025

Loss costs

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

Henry Meiners, April 15, 2025

Economic unease will join cat losses, renewals, and organic growth as Q1’s key topics.

Amit Kumar, April 14, 2025