Research

Specialty lines

Q3 Earnings: Specialty insurers continue to pull ahead as competition heats up

The “Golden Age of Specialty” continues in the Q3 releases of these specialty companies.

Amit Kumar, October 28, 2024
Brokers

Marsh McLennan: Growth outlook weakens for strategics heralding M&A uptick

The broker’s acquisition amid shifting tides is likely the beginning of a larger M&A uptick in the space.

Amit Kumar, October 21, 2024
Re/insurers

Asbestos reserve development: The next shoe to drop or a Travelers issue?

Asbestos claims for exposed insurers could place more pressure on workers’ comp reserves.

Amit Kumar, October 18, 2024
Industry-wide

Arch: Will the company maintain its outperformance without Grandisson?

Grandisson's sudden retirement could mean a complicated future for Arch.

Amit Kumar, October 17, 2024
Industry-wide

Q3 earnings preview: How will the industry weather the storm?

Milton and Helene will join reserve trends, cat losses and organic growth as Q3’s key topics.

Amit Kumar, October 16, 2024
Industry-wide

Milton: Post-event focus now on treaty towers as stock prices already rise

Milton’s significant but less-than-expected hit shifts our expectations for industry recovery.

Amit Kumar, October 14, 2024
Industry-wide

Milton: An analysis of who reinsures the market and past hurricane losses

Florida insurers averted a crisis, but reinsurers will still see damages.

Amit Kumar, October 11, 2024
Commercial Lines

Will New York City’s rideshare insurance woes spread to other markets?

The looming collapse of the city’s biggest livery insurer may not be cause for national concern.

Amit Kumar, October 08, 2024
Commercial Lines

What will happen to MGAs, reciprocals and sidecars as the market turns?

Interest in these vehicles has increased recently, but market softening could throw a curve ball at growth.

Amit Kumar, October 03, 2024
Specialty lines

WSIA counterpoint: All that glitters is not gold in E&S

A large number of new entrants and the growth of litigation finance challenge E&S enthusiasm.

Amit Kumar, September 30, 2024
Industry-wide

2024 election: Is a Republican or a Democrat win better for insurance stocks?

While Republicans are typically perceived as best for business, there are several factors at play.

Amit Kumar, September 26, 2024
Industry-wide

Project 2025: Three proposals that will materially impact the P&C industry

Increased antitrust activity and the NFIP’s dissolution would present new challenges for the industry.

Amit Kumar, September 24, 2024