Research series

Year-end reserving, Milton and wildfires will dominate Q4 earnings discussions.

Amit Kumar, January 17, 2025

Reinsurance

New CEO Williamson will likely continue walking the hybrid path, with an emphasis on fixing US casualty.

Amit Kumar, January 14, 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

But forecasts of slowing growth in recent years have been too pessimistic – and uncertainty remains.

Amit Kumar, January 08, 2025

Trends leading into 2025 may indicate workers’ comp releases have peaked.

Amit Kumar, January 03, 2025

Fronting growth fell by half in 2024 due to uncertain loss climate and high cost of capital.

Amit Kumar, December 17, 2024

Brokers

The firm’s trajectory could, however, make it harder to meet guidance going forward.

Amit Kumar, December 05, 2024

Major reserve releases help drive strong Q3 and year-to-date results, but the industry looks over-optimistic.

Amit Kumar, December 02, 2024

The P&C industry had its best Q3 combined ratio since 2015, driven by personal lines.

Amit Kumar, November 26, 2024

Earnings recap

The industry posted a good quarter, but reserving and loss cost concerns hardly abated.

Amit Kumar, November 21, 2024

Reserve releases for the year-to-date are higher than in prior years despite elevated concerns on casualty trends.

Amit Kumar, November 14, 2024

Reinsurance

A signal around Q4 adverse development has brought the carrier into the spotlight.

Amit Kumar, November 13, 2024