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Research
Tariffs: Impact on insurers looks manageable (for now)
P&C has strengths that will help it survive this crisis, but not without some pain.
Amit Kumar
,
April 08, 2025
Research
Commercial reserves: More warning signs flash red
What past trends can tell us about the future of commercial reserving.
Amit Kumar
,
April 07, 2025
Brokers
‘Liberation Day’: P&C stocks survive as the market tumbles
Insurance’s demand inelasticity will be its greatest strength in 2025.
Henry Meiners
,
April 04, 2025
Specialty lines
Bowhead deep dive: Identifying the ingredients of the secret sauce
Sills’ background, a strong backing, and laser-sharp E&S focus make Bowhead stand out.
Amit Kumar
,
April 01, 2025
Cat heatmap
February cat heatmap: A break in the clouds
Cat losses last month were lighter than historical trends, but all eyes are on Q1 figures.
Noah Marchese
,
March 25, 2025
Research
ProAssurance’s underwhelming sale price: Lessons for other insurers
What insurers can learn from the history that led to this deal.
Amit Kumar
,
March 24, 2025
Research
E&S in 2024: Premium grows to $135bn, other liab, comm auto stand out
Surplus lines are still strong, but not the standout they used to be.
Amit Kumar
,
March 20, 2025
Research
2024 Schedule P data shows the 'hard market' might not be all that hard
Newly released annual stat filings on reserve data show some troubling trends.
Amit Kumar
,
March 17, 2025
Loss costs
February loss costs: The calm before the storm?
Last month’s inflation figures were lower than expected, but tariffs continue to loom.
Henry Meiners
,
March 14, 2025
Research
Latest 2024 stat data: The industry turns profitable, other liability worsens
The industry continues to take reserve addition medicine in smaller doses than recommended.
Amit Kumar
,
March 11, 2025
Research
Bermuda 2024 reserves review: The problem with pivoting
GAAP reserve triangles reveal the struggles of some hybrid franchises.
Amit Kumar
,
March 10, 2025
Stock check-in
Stocks: P&C insulated from tariff chaos, but performance still mixed
The insurance market remains generally immune to tariff uncertainty, but not all is well.
Henry Meiners
,
March 07, 2025
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