Issues
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August has been in no way tranquil for P&C stocks.
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However, analysts said there was more capital waiting on the sidelines to enter the turning market. -
The world in which we live is increasingly measurable, and will only become more so over time.
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2019 returns have recovered but until underlying conditions change more, new capital is not expected to flow in.
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The CIAB methodology makes the survey headline numbers less interesting than they might appear.
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Far from making interest rates great again, rates have returned to levels likely to make investment income grate on returns again.
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Derivative actions and social inflation have created a significant uptick in claims activity.
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In insurance we always think our worst clients are the ones who don’t really need us.
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An important distinction is emerging in the broker and MGA world that is driving a two-tier system of valuations.
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The carrier’s current total of $2.1bn has grown from $300mn at the start of 2015 and is up $100mn since the start of the year.
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More disciplined underwriting and increased submissions are driving rate in the property space.
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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.
