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Gavin Davis
Published by this author:
European reinsurance wrap: Healthy margins but pricing disappoints
The absence of major cat losses and low attritional losses helped European P&C reinsurers generate healthy margins in Q1.
Gavin Davis
,
29 May 2018
London wrap: Limited disclosures show strong premium growth
Hiscox led the cohort in terms of gross written premium growth.
Gavin Davis
,
29 May 2018
Activist positions are not always based on a deep analysis, but on one central insight
At the centre of the Icahn-AmTrust dispute there remains one fundamental point of agreement.
Gavin Davis
,
25 May 2018
Given AmTrust’s colourful past, it would be surprising if Icahn’s argument is not simply the tip of the spear
Icahn's recent intervention in the AmTrust take-private deal could lead to further scrutiny of the carrier.
Gavin Davis
,
21 May 2018
It often pays to be sceptical about what you are actually paying for
The mega-trend towards passive investing has been powerful and pervasive.
Gavin Davis
,
18 May 2018
Favourable development offsets underlying deterioration for Bermudians
Bermudians' prior-period reserve development ratio is at its lowest level since at least 2010, excluding Q1 2017.
Gavin Davis
,
15 May 2018
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