Research

Research

H1 commercial lines data shows industry grappling with social inflation

Persistent social inflation challenges evident across key long-tail lines at half-year mark.

Amit Kumar, September 09, 2025
Research

August stocks: P&C stocks show signs of modest recovery after mixed Q2

P&C stocks recovered faster than the S&P 500 following a late July dip, but a gap remains.

Noah Marchese, September 03, 2025
Research

H1 stat reserves: A strong headline isn’t everything

High H1 reserve releases of $7.4bn were driven by the largest of carriers.

Amit Kumar, September 03, 2025
Research

Sompo-Aspen may trigger conversations, but deals could be further off

Analysis of market conditions, reserves show that this might not lead to an overnight consolidation boom.

Amit Kumar, August 29, 2025
Research

Q2 stat data shows trouble in key commercial lines

The other liability loss ratio continued to rise as workers’ comp and commercial auto reversed course.

Amit Kumar, August 27, 2025
Research

July cat heatmap: Hope for the best, but prepare for the worst

Cat losses in July were below historical trends, but all eyes are on peak hurricane season.

Noah Marchese, August 25, 2025
Research

InsurTech: Doing whatever it takes to survive

Full-stack carriers fail to outclass incumbents with no clear platform differentiation.

Amit Kumar, August 21, 2025
Research

CIAB Q2: The orderly slowdown continues as the market softens

Ongoing pricing headwinds stand to weigh on carriers’ returns and valuations.

Noah Marchese, August 19, 2025
Research

July CPI/PPI: Inflation data continues to be negative for P&C loss costs

Despite mild headline CPI, some insurance-related items are heading in a worrying direction.

Henry Meiners, August 15, 2025
Research

Research: Five charts that recap Q2 earnings

Profitability improves, even as growth stagnates.

Henry Meiners, August 14, 2025
Research

Brokers Q2: The normalization of organic growth and the expectations reset

Not everyone will emerge unscathed as brokers navigate the slow-growth environment.

Noah Marchese, August 06, 2025
Research

July stocks: P&C index loses steam as market conditions worsen in Q2

The S&P 500 outperforms as P&C tumbles on mixed earnings.

Noah Marchese, August 04, 2025