Gavin Davis

Published by this author:

AIG’s head of ceded reinsurance to depart

Amy Stern will leave AIG at the end of the month, according to sources.

Gavin Davis, 21 June 2018
NatGen, created by the same founders, is essentially AmTrust Version 2.0

The decline and fall of AmTrust has not had a significant impact on the market’s perception of its sister company.

Gavin Davis, 14 June 2018
Q1 Analyst Take: So far, so bad

From our perspective, we see three important questions from Q1 earnings.

Gavin Davis, 29 May 2018
Bermuda wrap: Shares down as pricing disappoints

The tone from Bermuda management on the Florida-focused June and July renewals was distinctly downbeat.

Gavin Davis, 29 May 2018
US commercial wrap: Standard lines writers disappoint

Stocks in US commercial carriers have significantly underperformed the market in Q1.

Gavin Davis, 29 May 2018
Broker wrap: organic revenue growth holds steady

The big three brokers beat Wall Street estimates for the period, while results at AJ Gallagher and Brown & Brown were in line with consensus expectations.

Gavin Davis, 29 May 2018