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Gavin Davis

Published by this author:

  • Opinion: Lessons from AmTrust #2
    In the second instalment of our series on the lessons from AmTrust, I'd like to focus on corporate governance and conflicts of interest.
    Gavin Davis, 30 January 2018
  • Analyst Take: AIG-Validus – it’s the management incentives, stupid
    One way to think about AIG's $5.6bn proposed acquisition of Validus is as an elegant example of the fact that the structure of management incentives will shape corporate strategy - for better or for worse.
    Gavin Davis, 23 January 2018
  • Opinion: The lessons of AmTrust #1
    Just over a year ago, AmTrust was on a high. The firm was on track to reach over $8bn in premium, was the second largest workers' comp insurer and had seen its stock increase roughly 10x in value over the past decade
    Gavin Davis, 19 January 2018
  • AmTrust: Cheap or Expensive?
    Investors and industry observers will be poring over the details of AmTrust’s financials as they assess the offer presented by Stone Point Capital and the Karfunkel-Zyskind family, but are likely to find a definitive view on the valuation elusive.
    Catrin Shi, 11 January 2018
  • Opinion: AIG’s reinsurance shift under Duperreault
    Last week, we revealed AIG had purchased a new $2bn aggregate catastrophe reinsurance cover as well as a new international cat treaty and made other notable structural changes - signalling a shift under new CEO Brian Duperreault towards laying off more risk to reinsurers.
    Gavin Davis, 09 January 2018
  • Analyst take: Casualty, the forgotten market
    So much, then, for the cat-driven hard market in 2018. And if the industry has been disappointed with the rate response in cat-exposed business to date, we would offer caution to anyone hanging their hat on better pricing in casualty as a source of optimism for the market as a whole.
    Gavin Davis, 09 January 2018
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