Research

Arch-Watford: The sweet relief of a miserable ending?

Should Watford Re’s long suffering shareholders be satisfied with a miserable end?

Dan Lukpanov, October 13, 2020
Exec comp: P&C bosses underpaid relative to peers

Inside P&C takes a deep dive into industry executive compensation versus the broader economy.

Dan Lukpanov, October 12, 2020
Root IPO: InsurTech and The Big Lie

Our research team delves deep into the latest “unicorn” IPO from InsurTech land.

Insurance Insider US Research, October 08, 2020
Auto frequency: The 90% plateau

Observable real-time data for September shows an estimated decline in auto accidents of 11%.

Insurance Insider US Research, October 05, 2020
P&C stocks: The worst month since March

Despite a partial recovery by the end of the month, September closed as the first negative month for both the S&P 500 (-3.9%) and the Inside P&C Select (-5.3%) since March.

Insurance Insider US Research, October 01, 2020
Four more years?

Inside P&C’s director of research argues AIG needs a new external chairman.

Gavin Davis, September 30, 2020
AIG: The case for a break-up, revisited

The case for an AIG break-up is clear, but the market remains skeptical. We outline the primary pushback and arguments against it.

Gavin Davis, September 25, 2020
Bump! Enstar crashes Arch’s party

Less than a day after we predicted a bumpy ride for Arch’s potential takeover of Watford, Enstar made clear its potential to play spoiler.

Gavin Davis, September 22, 2020
Watford-Arch: The possible paths for a bumpy ride

Though a buy-in from Arch may still be the most likely outcome, there are potential alternative paths that could make the transaction less than smooth.

Gavin Davis, September 21, 2020
Progressive: High cats lead to more ‘normal’ earnings, direct growth accelerating

Progressive’s August results were solid. The firm reported $0.38 in operating EPS, up 11.6% YoY, and recorded a headline combined of 92.6% (down -0.8pts).

Insurance Insider US Research, September 18, 2020
Argo: Break up, reallocate, de-cost, ride the wave, re-rate, sell

Inside P&C takes a deep dive into the carrier’s prospects almost a year after Watson’s exit.

Adam McNestrie, September 17, 2020
August CPI: Auto price inflation nears pre-Covid levels

On Monday, the BLS released August CPI data which included -1.5% personal auto premium inflation. The figure is up from -1.9% in July, and a historic low in May of -14.3%.

Dan Lukpanov, September 16, 2020