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Research
Research
Worsening market conditions drove the majority of P&C stocks to underperform the S&P 500 in 2025.
An impending soft market further complicates the outlook for carriers with long-tail casualty exposure.
Carriers underweight in E&S could lead the charge in the next round of M&A.
Investors recalibrate their expectations for the segment as the soft market approaches.
Latest news
Latest news
A quick roundup of today’s need-to-know news, including Andersen and AIG, Neptune Flood and more.
Zaffino will become executive chair of AIG and retire as CEO by mid-year.
The move comes after a 200+ person mass team lift from Brown & Brown’s retail business in the US.
Ashleigh Edwards will report to group CUO Mark Pepper.
Perspectives
Perspectives
When owners are not paying attention, discipline and governance are not top priorities.
Unpacking how much excess capital there really is and dissecting the source of its returns.
Here’s the five-pillar playbook for insurers ready to move from pilots to profit.
Despite elevated ROEs, insurers have remained disciplined.
Interviews
The industry needs to step up in educating clients and understanding their vulnerabilities.
The state is drought-ridden, hail threatened and potentially making major changes this year as a result.
One avenue for capital freed up by a softer-than-expected renewal could be more M&A.
In casualty, the executive is seeing an acceleration of flight to quality both from cedants and reinsurers.
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Analysis
Analysis
Market participants on programs/MGU business in particular feel there's more capacity than 12 months ago.
Specialty was the busiest segment but still recorded a YoY drop of seven points.
In a state prone to SCS, wind, floods and freezes, carriers are still fighting for market share.
M&A
Ackman will need leaders like Ajit Jain behind him and make the right bets at the right price at the right time.
Insider on Air
Insider on Air
In Partnership with AXIS
Michael McKenna, Head of North America Specialty Insurance, AXIS, outlines the key trends shaping the industry as 2025 comes to a close and underscores that talent acquisition and rapid technology integration will be critical for specialty insurance in 2026.
In Partnership with AXIS
Looking ahead to 2026, Michael Silas, Head of Global Credit, AXIS, sees mildly positive global growth driven by tech and infrastructure, but says credit sentiment remains cautious and reinsurers must still price to long‑term tail risk.
In Partnership with Apollo
With real-time data and analytical tools giving underwriters a clear view of pricing adequacy, mix and attachment points, and allowing faster corrective action when rates fall below acceptable thresholds, insurers are shifting into a new paradigm for soft markets, said James Slaughter, Group CUO, Apollo, during an interview at the Insurance Insider’s London Market Conference.
In Partnership with Fidelis Partnership
Insurers can turn the global energy transition into both a commercial opportunity and a force for societal good, said Charlie Heathcote, Head of Sustainability, the Fidelis Partnership, during an interview at the Insurance Insider’s London Market Conference
Conferences & awards
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Business Club Spring 2026

April 22 2026
New York
Invite only

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New York Conference 2026 | Add to calendar

April 23 2026
Convene, 101 Park Avenue, New York

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Business Club Summer 2026

May 2026
London
Invite only

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ILS Connect 2026 | Add to calendar

10 June 2026
London Marriott, Grosvenor Square

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ILS Awards 2026 | Add to calendar

10 June 2026
London Marriott, Grosvenor Square

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Insurance Insider Honours 2026

2 September 2026
London

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Insurance Insider US Honors 2026 | Add to calendar

September 30 2026
Ziegfeld Ballroom, New York

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Business Club Fall 2026

October 2026
New York
Invite only

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London Market Conference 2026

November 2026
London

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