Research

M&A: You can’t hurry love!

Next year could see more M&A activity in the P&C space as carriers look for growth amid a moderating pricing environment.

Insurance Insider US Research, September 23, 2021
Progressive earnings: Foot off the gas pedal

In a month impacted by hurricane losses, earnings showed slower growth and no improvement in underlying loss ratio.

Insurance Insider US Research, September 20, 2021
Global Indemnity: A playbook for out-Foxing the activist investor

The carrier's investor day outlined ambitious return targets for 2026 but did not provide a clear path forward to meet those targets.

Insurance Insider US Research, September 16, 2021
AJ Gallagher investor day: Nothing’s gonna stop us now

The broker's quarterly investor day presented an optimistic growth and margin expansion outlook for the remainder of the year and 2022.

Insurance Insider US Research, September 15, 2021
Argo: Don't eat the marshmallow

Activist investor Ron Bobman is pushing for quick turnaround and a potential quasi-fire sale of Argo, missing out on the firm's greater potential.

Insurance Insider US Research, September 14, 2021
Short interest: InsurTechs are always on my mind

Pressure on Root cools following stock price dips, but persistent short interest in InsurTechs suggests that prices haven’t bottomed out yet.

Insurance Insider US Research, September 13, 2021
Willis investor day: Whack-a-mole

The firm puts the failed Aon merger behind it and sets expansive targets, but those goals may prove hard to balance.

Insurance Insider US Research, September 10, 2021
Personal auto: The cars stay afloat, but will the carriers?

Ida soaks the tri-state – and has the potential to affect personal auto carriers more than comparable storms of the past.

Insurance Insider US Research, September 07, 2021
Hurricane Ida: Can Louisiana’s insurance market weather the storm?

Infrastructure improvements aren’t enough to keep insurance losses from wiping out profits if the rate and intensity of storms continue to rise.

Insurance Insider US Research, September 03, 2021
Here comes the rain again: Insurance stocks shrug and move on

The Inside P&C Select Index outperformed the S&P 500 (5.7% to 2.9%) in August, despite Hurricane Ida making landfall.

Insurance Insider US Research, September 01, 2021
Where have all the reinsurers gone?

The drivers that led to the consolidation in the reinsurance industry might not replicate for a while.

Insurance Insider US Research, August 30, 2021
Personal auto: Will regulators puncture rate increase hopes?

Texas’s objection to Progressive’s recent rate filings garnered attention, calling rates “excessive” and suggesting rebates instead.

Insurance Insider US Research, August 27, 2021