Stocks
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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.
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The conglomerate’s insurance subsidiaries will have to make do without some of their prior strategic advantages.
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P&C held up better than the S&P 500, but there are causes for longer term concern.
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We assess the Bermudian’s standing amid waning investor sentiment and economic uncertainty.
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Inflection sets in for insurance stocks as macro albatross gets heavier.
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Macroeconomic volatility could also create top-line headwinds.
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The investment recovery will be welcome but Chinese tariffs will contribute to loss-cost inflation.
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The announcement spurred a quick spike in stock market valuations.
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Trade credit and marine are among the lines facing direct impacts amid a broader inflationary challenge.
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Markets have taken a battering across the globe following the “Liberation Day” announcement.
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Insurance’s demand inelasticity will be its greatest strength in 2025.
