Research

Research

April stocks: Investors should remain cautious despite relative outperformance

P&C held up better than the S&P 500, but there are causes for longer term concern.

Henry Meiners, May 05, 2025
Research

Brokers Q1: Growth will be hard-fought from here

It will be tough to pull off prior goals despite management assurances.

Noah Marchese, May 01, 2025
Research

P&C investor sentiment: Will macro headwinds be the fourth horseman?

Inflection sets in for insurance stocks as macro albatross gets heavier.

Amit Kumar, April 30, 2025
Research

MGAs: Market size grows to nearly $100bn in 2024, but expansion has plateaued

MGA growth is still strong but has passed its 2022 peak.

Amit Kumar, April 25, 2025
Research

Q1 early take: Tariff impact unclear, but overall pricing starts to slow

Macroeconomic volatility could also create top-line headwinds.

Amit Kumar, April 25, 2025
Research

March cat heatmap: Cat losses are worse than expected, and that’s not good

Severe weather in March drove monthly and Q1 losses to historic highs.

Noah Marchese, April 23, 2025
Research

Travelers Q1: Tariffs may be manageable for commercial insurers

Industry bellwether results and commentary don't indicate a crisis, despite uncertainty.

Amit Kumar, April 17, 2025
Research

March loss costs: CPI is down, but there’s more than meets the eye

Despite positive inflation headlines, there are issues for insurers under the surface.

Henry Meiners, April 15, 2025
Research

Q1 earnings preview: An uncertain macro weighs on growth and loss costs

Economic unease will join cat losses, renewals, and organic growth as Q1’s key topics.

Amit Kumar, April 14, 2025
Research

Tariffs: Impact on insurers looks manageable (for now)

P&C has strengths that will help it survive this crisis, but not without some pain.

Amit Kumar, April 08, 2025
Research

Commercial reserves: More warning signs flash red

What past trends can tell us about the future of commercial reserving.

Amit Kumar, April 07, 2025
Brokers

‘Liberation Day’: P&C stocks survive as the market tumbles

Insurance’s demand inelasticity will be its greatest strength in 2025.

Henry Meiners, April 04, 2025