Research

Research

May loss costs: Warning signs from construction costs

Tariffs could drive up property loss costs, but the impact on other items has been muted.

Henry Meiners, June 18, 2025
Research

Social inflation adds $200bn+ over 16 years, but it’s not just LitFin

A deep-dive analysis shows LitFin is not the boogeyman this industry paints it out to be.

Amit Kumar, June 17, 2025
Research

Florida’s insurance market is improving, but hurricane season may test gains

An active hurricane season threatens to weigh on hard-fought capital and underwriting margins.

Noah Marchese, June 16, 2025
Research

Expense ratios: Pricing puts on the pressure

Expense ratios started to move higher in 2024 as the cycle reverses, with this trend likely to persist.

Amit Kumar, June 13, 2025
Research

Q1 stat data: General liability gets worse, other lines get better

High general liability losses are cause for concern despite modest improvements in other lines.

Amit Kumar, June 06, 2025
Research

RenRe: Is primary insurance M&A needed to break the valuation jinx?

With fee income less understood, a primary acquisition or merger could reset the narrative.

Amit Kumar, June 03, 2025
Research

May stocks: P&C’s lead on the market is shrinking

Insurance outperformance slows as markets recover from tariff shock.

Henry Meiners, June 02, 2025
Research

April cat heatmap: Losses in line, but the year is still running hot

A historic cat loss year remains a possibility as storm losses accumulate.

Noah Marchese, May 23, 2025
Research

Ategrity IPO: Not all E&S is created equal

The latest E&S player planning to IPO remains a “show me” story.

Noah Marchese, May 22, 2025
Research

CIAB Q1: Casualty rates propelled by social inflation as other lines ease

Third-party litigation financing remains the thorn in the sides of casualty insurers.

Noah Marchese, May 19, 2025
Research

April loss costs: Inflation is down, but not for insurers

Inflation indices fell in April, but some items related to P&C are still elevated.

Henry Meiners, May 16, 2025
Research

Q1 earnings: A recap in five charts

Growth and returns on equity fall, but most of the industry is still profitable.

Henry Meiners, May 09, 2025