Research

AJ Gallagher confirms a creeping sense of optimism

The broker's investor day included an encouraging 2021 growth outlook and signs of more recurring margin benefits.

Dan Lukpanov, December 17, 2020
November CPI: Auto price inflation remains at historic lows

Current levels of premium inflation are well below any metrics seen going back as far as January 1999.

Gianluca Casapietra, December 15, 2020
P&C – An unloved sector

Price-to-earnings multiples suggest that the P&C stocks are currently the most undervalued they have been since 2012.

Dan Lukpanov, December 14, 2020
The Covid unwind: Five key questions

Inside P&C takes a look at whether dynamics created by the pandemic will immediately reverse post-vaccine.

Adam McNestrie, December 10, 2020
Root’s new insurance 'cycle'

After the high of a “successful” IPO, Root has quickly been introduced to the less fun sides of being a public company.

Gavin Davis, December 09, 2020
Auto frequency benefits swing back to June levels

Real-time data show an estimated decline in accidents of 26% as Covid-19 cases surged.

December 08, 2020
P&C stocks underperform in November’s equity buying binge

In November, equity markets roared higher on the good news from the trifecta of vaccine developers Pfizer, Moderna and AstraZeneca.

Insurance Insider US Research, December 07, 2020
Metromile and the Field of Dreams strategy (Part 2/2)

Metromile: In part two of our series on Metromile, our research team presents a deep dive into the company’s growth model – outlining what’s gone wrong, what the company is doing to fix it, and what the consequences of these actions are likely to be – both intended and unintended.

Insurance Insider US Research, December 04, 2020
Metromile: Stop me if you’ve heard this one before (Part 1/2)

Part One of a deep dive by our research team into Metromile’s business model.

Insurance Insider US Research, December 03, 2020
Kemper boosts Texas positioning with American Access deal

The $370mn deal follows the acquisition of Infinity in 2017 and Alliance United in 2015.

Dan Lukpanov, November 24, 2020
Progressive continues to excel in October results

TO ACCESS THE FULL PDF REPORT, CLICK HERE.

Insurance Insider US Research, November 24, 2020
InsurTech and the Valley of Death

Raising capital is not a one-shot game for early-stage companies.

Gavin Davis, November 20, 2020