Research

Skyward Q1 earnings: Benefiting from the special sauce

Strong results reflect tailwinds in the E&S space, but social inflation will be a trend to watch.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, May 15, 2023
Auto inflation climbs higher despite headline CPI coming in lower

April auto insurance premium data showed the second highest YoY change in more than 20 years.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, May 11, 2023
InsurTech trends in Q1: Singing ‘Stayin’ alive!’

InsurTech carriers pivot to profitability vs growth.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, May 09, 2023
Regionals continue to close the gap with nationals on the back of lower personal lines exposure

The regional cohort keeps pace with nationals on pricing, and stays ahead on reserving trends.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, May 04, 2023
Personal lines rates reaccelerate in April as loss trends remain problematic

Personal lines rates ticked up in April compared to the prior month as insurers try to stay ahead of rising loss costs.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, May 02, 2023
Broker super-cycle gets rockier: Key takeaways from first-quarter results

Though strong growth continues, the future is less clear as driving forces potentially run out of steam.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, May 02, 2023
Chubb Q1 earnings: Evan’s got Asia on his mind

Chubb earnings reveal strategic expansion in Asia and pricing outpacing exposure.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, April 27, 2023
Investment review: Insurers gravitate back to bonds amid rising interest rates

Taking the 15-year view, P&C insurers have stayed steadily allocated to bonds, but took on a bit more risk when interest rates were near zero.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, April 24, 2023
Fidelis IPO on deck: A novel business tests investor appetite

The Fidelis IPO has no clear precedent, but there is an appetite for investment in the specialty space, as seen earlier this year with the Skyward public listing.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, April 21, 2023
Does Travelers’ pricing and underlying trends suggest a strong showing for other commercials?

Travelers posts strong results boosted by better pricing, personal lines performance, and favorable development.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, April 20, 2023
Q1 earnings preview: Are we there yet?

An early look suggests a mixed bag for carriers, as an extended pricing cycle competes with loss cost inflation and cat activity.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, April 17, 2023
Reserve analysis 2022 part 2: Eating the first marshmallow

Industry reserve releases mask adverse development trends, particularly in personal lines.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, April 14, 2023