January 22, 2025
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Reserves will join rate softening, margin pressure, as key topics in Q4 discussions. -
Lighter cat losses a plus, while top-line, organic growth and reserving concerns persist.
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Social inflation, reserving, and organic growth are the topics to watch this earnings season.
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Economic unease will join cat losses, renewals, and organic growth as Q1’s key topics.
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Year-end reserving, Milton and wildfires will dominate Q4 earnings discussions.
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Milton and Helene will join reserve trends, cat losses and organic growth as Q3’s key topics.
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Light cat losses, reserve development, and pricing trends are key topics in Q1.
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