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Analysis

  • Exor has described the assumptions underpinning the combined Axis/PartnerRe business plan as "unrealistic".
  • Could rampant M&A consign the mid-tier London market broker to history? Charlie Thomas assesses the sector's likely legacy
  • An increasingly bitter battle between AJ Gallagher (AJG) and its former international CEO David Ross looks set to be played out in court this summer
  • An internal hedge fund reinsurance vehicle is being considered by Bermudian carrier Aspen, making it the second firm to do so after US giant Ace
  • Brokers at the US property cat reinsurance renewals have indicated a flattening of rates may be in sight for the first time in more than a decade
  • The ongoing battle for PartnerRe between Italian investment house Exor and Bermudian insurer Axis has become increasingly bitter in the run-up to the shareholder vote on 24 July
  • Tokio Marine's $7.5bn all-cash deal to acquire US specialty carrier HCC will further diversify the Japanese insurance giant's revenue and profit stream, easing the pressure on domestic business.
  • Share price data on The Insurance Insider's universe of P&C (re)insurers
  • PartnerRe has used at best "lofty" and, at worst, "unreasonable" assumptions to persuade its investors to vote in favour of being acquired by Axis, according to BMO Capital Markets analyst Charles Sebaski.
  • Japanese non-life carriers will continue to undertake overseas acquisitions in order to improve capital management and gain greater diversification, according to a report from Fitch.
  • The Insurance Insider takes a look at what could be in store for carriers in the upcoming Q2 reporting season
  • Carriers repatriated less capital to shareholders during the first quarter of 2015 as a wave of M&A activity swept over the industry.
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