Stocks
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The selloff may hint at headwinds for equity investors. -
E&S is most exposed to growth normalization, private credit is hunting P&C and fronting is deadlocked on exits.
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Industry stocks were firmly behind the S&P 500 in Q3.
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The Japanese carrier has agreed to buy Aspen for a realization of $3.5bn.
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The insurer has chosen a “take two” deal after buying Endurance, betting again on Bermuda.
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Third Point purchased 50,000 shares of the E&S insurer, which represents roughly 0.1% of its shares outstanding.
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The S&P 500 outperforms as P&C tumbles on mixed earnings.
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The president expects to see benefits from the deal in H2 2026.
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Brown & Brown fell 10% and Ryan Specialty 8% as investors digest the deteriorating outlook.
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The broker posted a 6.5% drop in organic growth YoY.
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P&C’s outperformance lead dwindles, while specialty rises above other segments.
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Additional buybacks are more feasible if P&C stocks slip and pricing moderates.
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Above-market organic growth, mid-market M&A and talent infusions were all heralded.
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The aggregate gross proceeds from the offering are expected to be $113.3mn.
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Insurance outperformance slows as markets recover from tariff shock.
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The latest E&S player planning to IPO remains a “show me” story.
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Unpacking how much excess capital there really is and dissecting the source of its returns.
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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.
