Gavin Davis

P&C stocks: a mini-storm before the storm in rocky August

August has been in no way tranquil for P&C stocks.

Dan Lukpanov, 03 September 2019

Hard market watch: CIAB edition

The CIAB methodology makes the survey headline numbers less interesting than they might appear.

Dan Lukpanov, 27 August 2019

Making interest rates grate again

Far from making interest rates great again, rates have returned to levels likely to make investment income grate on returns again.

Dan Lukpanov, 27 August 2019

The ambitious build-out of Convex is an interesting test of the franchise values of specialty (re)insurers

One way to think about the ambitious build-out of start-up (re)insurer Convex is an interesting test of the franchise values of specialty (re)insurers.

Gavin Davis, 20 August 2019

Willis’ Jones to lead QBE North America

QBE has appointed Todd Jones to lead its North American operation, succeeding Russ Johnston.

Gavin Davis, 15 August 2019

Hedge fund re: The irony factories

Under pressure from all sides, the first generation of total return vehicles appear to be getting less room to manoeuvre.

Dan Lukpanov, 13 August 2019

Gavin Davis

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