Research

Hard market watch: CIAB Q3 edition

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Insurance Insider US Research, November 18, 2020
Q3 specialty highlights: submission flow and a hardening market

Increased rates and a tightening of T&Cs should lead to margin expansion down the line.

Gianluca Casapietra, November 17, 2020
Workers’ comp watch

The potential for an inflection point on pricing in the near future was a key Q3 conference call theme.

Dan Lukpanov, November 16, 2020
Brokers Q3 wrap: Back to reality as tradeoffs come into focus

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Insurance Insider US Research, November 12, 2020
Auto Q3 wrap: Strong margins and a focus on direct

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Insurance Insider US Research, November 11, 2020
AIG: When is new equity capital not new equity capital?

Thoughts from our research team on new disclosures on the firm’s proposed break up.

Dan Lukpanov, November 09, 2020
D&O: Slower headline increases but rate-on-rate keeps indexed rate climbing

Aon's numbers from this quarter provide a useful update on the current market hardening in just three points.

November 06, 2020
Allstate’s growth not yet transformative

The personal lines giant's growth is in focus as the market looks for progress on its embrace of the direct channel.

Gianluca Casapietra, November 05, 2020
AIG’s new plan to have a plan

Inside P&C looks ahead to the insurer’s results/call, with both comp and capital under scrutiny.

Gavin Davis, November 05, 2020
Argo: The Six-Point Plan revisited

The company provided confirmation of its work to break up international and a $100mn expense reduction target.

Adam McNestrie, November 04, 2020
Auto frequency benefits fall to single-digit territory

Observable real-time data for October show an estimated decline in auto accidents of 7%. This compares to initially hit months of March and April at 32% and 51% respectively.

November 03, 2020
Root: A business in crisis and a tough road ahead

But for its stock valuation and ~$650mn to $750mn in new cash proceeds, Root seems in every way like a business in crisis based on its fundamentals.

November 02, 2020