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Gavin Davis
Published by this author:
Deals that look good on spreadsheet often suffer from a lack of strategic focus
The market won't let you consolidate to infinity.
Gavin Davis
,
08 March 2019
If technology does anything to affect industry structure, it is to tilt the balance towards rewarding scale
Yesterday, my colleagues Mark Geoghegan and Bernard Goyder outlined the current state of play in the InsurTech space. It’s an excellent read, and I encourage you to make time if you haven’t yet read it.
Gavin Davis
,
06 March 2019
If I worked in the industry, this would have sent a chill down my spine
I think several events this week provided perfect reminder of why the next 10-years may be less forgiving than the last decade.
Gavin Davis
,
06 March 2019
Analyst take: Maiden-Enstar – Zugzwang strikes again
The partner’s pricey, scaled-down reserves deal leaves questions about the impact on Maiden’s capital unanswered.
Gavin Davis
,
05 March 2019
Enstar and Maiden announce scaled-down reserve deal
The agreement replaces a previous arrangement relating to Maiden Re reserves.
Christie Smythe
,
02 March 2019
AM Best forecasts worsening underlying LR in 2019
The rating agency said it is maintaining its stable outlook on the US P&C insurance segment
Gavin Davis
,
27 February 2019
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