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Q1 Preview: Absence of bad news is not necessarily good news
Light cat losses, reserve development, and pricing trends are key topics in Q1.
Amit Kumar
,
April 15, 2024
Arch-Fireman’s Fund deal: A dose of Mylanta will be needed to digest this
Will Arch’s new acquisition be another success story, or more trouble than it’s worth?
Amit Kumar
,
April 15, 2024
P&C Reserving Review 2023: Liability classes remain problematic
Workers’ comp releases continue to mask deteriorating reserves in 2023.
Amit Kumar
,
April 11, 2024
P&C capital management eclipsed by near-term growth opportunities
P&C buybacks have continued to decline, but large authorizations keep companies flexible.
Amit Kumar
,
April 09, 2024
Mutuals: 2023 data shows underperformance at its worst
Mutuals struggle to react and adapt to a worsening loss environment.
Amit Kumar
,
April 04, 2024
E&S: 2023 data shows double-digit growth, underwriting outperformance
As admitted carriers pull out of riskier plays, E&S continues to expand and thrive.
Amit Kumar
,
April 02, 2024
Commercial lines loss picks and IBNR: Shifting trends warrant caution
Trends in IBNR might suggest over-optimism in carriers’ reserving outlook.
Amit Kumar
,
March 26, 2024
Global Indemnity + James River: Two halves might just make a whole
A cleaned-up combined entity could make for an attractive investment in a few years.
Amit Kumar
,
March 25, 2024
Hotel California: Is it a lovely place for homeowners' insurance?
Headwinds weigh on carrier results, but premiums and surplus remain mostly stable.
Amit Kumar
,
March 19, 2024
Florida Insurance Marketplace Review: A new, healthy marketplace or a false dawn?
Loss ratios and surplus improve for the group, but don’t guarantee this is a turning point.
Amit Kumar
,
March 14, 2024
March CPI: Same story, different day?
Premium inflation holds, as loss-cost inflation trends continue to moderate.
Amit Kumar
,
March 13, 2024
Stat data confirms workers' comp releases are saving the day
Other liability adverse development is being offset by workers' compensation releases.
Amit Kumar
,
March 13, 2024
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