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| Jan 22, 2025 2:22:16 PM
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Research
Commercial auto strikes back
Kemper and Selective’s woes stem partly from own issues, but industry-level issues persist.
Amit Kumar
,
November 14, 2025
Broker recap
Brokers Q3: The long war for growth ensues
Success in the soft market will be had when careful preparation meets opportunity.
Noah Marchese
,
November 04, 2025
Stock check-in
October stock check-in: P&C gets left behind in Q3 earnings
Fears of the oncoming soft market are causing a sector rotation away from P&C.
Henry Meiners
,
November 03, 2025
Research
Everest’s re-pivot strategy cements its place in the penalty box
A re-focus on reinsurance nearly brings Everest back where it started.
Amit Kumar
,
October 30, 2025
Research
Specialty in Q3: We have entered the transitional phase
Normalized growth and peak multiples confirm we are headed towards a Darwinian race.
Amit Kumar
,
October 27, 2025
Cat heatmap
September cat heatmap: Light at the end of the hurricane season tunnel
Cat losses in Q3 were light as peak hurricane season passes without incident.
Noah Marchese
,
October 22, 2025
Early read
Q3 early read: Soft market monster gets closer
Early Q3 earnings reports point to worsening market conditions.
Amit Kumar
,
October 20, 2025
Fronting in depth
Fronting Part II: Writing a lot of business doesn’t make it good business
Fronting doesn’t look any better when it’s broken down by segment.
Amit Kumar
,
October 14, 2025
Earnings preview
Q3 earnings preview: All quiet on the property-cat front
Lighter cat losses a plus, while top-line, organic growth and reserving concerns persist.
Noah Marchese
,
October 10, 2025
Research
How will reinsurers deploy excess capital after a quiet hurricane season?
Expansion into adjacent markets, capital return and M&A among top means of capital deployment.
Noah Marchese
,
October 06, 2025
Stock check-in
September stock check-in: Best and worst performers as we head to earnings
Industry stocks were firmly behind the S&P 500 in Q3.
Henry Meiners
,
October 02, 2025
Research
September FOMC Meeting: What do lower interest rates mean for insurers?
Lower rates mean lower investment incomes and higher book values for insurers.
Henry Meiners
,
September 26, 2025
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