Research

March Consumer Price Index: Another record month for inflation

March’s CPI report shows elevated inflation levels, including vehicle CPI of 10.5% and average used car price increase of 24.7%.

Insurance Insider US Research, April 13, 2022
Q1 insurance earnings preview: Unlike Tiger, showing up might not be good enough.

In the first quarter of 2022, earnings will depend on how firms react to the changing economy.

Insurance Insider US Research, April 12, 2022
Yield curve inversion in itself will not rock the property-casualty industry’s boat

Yield curve inversion, thoughts on a potential recession and impact on the property-casualty industry.

Insurance Insider US Research, April 07, 2022
Stock performance: Ukraine and inflation shape a tumultuous Q1

The insurance sector was up through the first quarter of 2022 as broader economic and international factors drove down markets.

Insurance Insider US Research, April 05, 2022
Future of InsurTech, Trov and Insureon: Cloudy with a chance of consolidation

Following the acquisitions of Trov and Insureon, what InsurTech M&A deals are next?

Insurance Insider US Research, March 31, 2022
Personal auto loss trends: This cycle is different from the others

Paid-to-incurred trends have remained flat compared to past cycle turns, and firms have reacted quickly.

Insurance Insider US Research, March 28, 2022
Berkshire-Alleghany: Are investors getting fair value?

Inside P&C Research’s SOTP valuation range tops out 17% above the price, but the stock was range-bound and there were no other bidders.

Insurance Insider US Research, March 23, 2022
Argo proxy battle: Groundhog Day

Activist investors continue to tighten the screw on the insurer’s management team.

Insurance Insider US Research, March 17, 2022
Russia-Ukraine: Rising gas prices alone won’t reverse auto loss costs

The more important driver of past downswings in loss costs has been unemployment.

Insurance Insider US Research, March 14, 2022
Q4 review: Insurance firms adjusting to a different world

Inside P&C’s Research team wraps up the key themes from quarterly and annual earnings.

Insurance Insider US Research, March 08, 2022
Q4 earnings call sentiment analysis: Critical but calm

Insurance carriers tailor their comments to leave investors walking away with an optimistic view.

Insurance Insider US Research, March 03, 2022
James River Q4: Is the franchise vulnerable to activist investors?

The reserve charge reported in quarterly earnings may have opened the door for activists.

Insurance Insider US Research, March 02, 2022