Stocks
-
Insurance outperformance slows as markets recover from tariff shock. -
The latest E&S player planning to IPO remains a “show me” story.
-
Unpacking how much excess capital there really is and dissecting the source of its returns.
-
The program will succeed the previous buyback launched in 2023.
-
The conglomerate’s insurance subsidiaries will have to make do without some of their prior strategic advantages.
-
P&C held up better than the S&P 500, but there are causes for longer term concern.
-
We assess the Bermudian’s standing amid waning investor sentiment and economic uncertainty.
-
Inflection sets in for insurance stocks as macro albatross gets heavier.
-
Macroeconomic volatility could also create top-line headwinds.
-
The investment recovery will be welcome but Chinese tariffs will contribute to loss-cost inflation.
-
The announcement spurred a quick spike in stock market valuations.
-
Trade credit and marine are among the lines facing direct impacts amid a broader inflationary challenge.
Related
-
US insurance stocks drop as market tariff turmoil continues
April 04, 2025 -
‘Liberation Day’: P&C stocks survive as the market tumbles
April 04, 2025