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Published by this author:
M&A: You can’t hurry love!
Next year could see more M&A activity in the P&C space as carriers look for growth amid a moderating pricing environment.
Insurance Insider US Research
,
September 23, 2021
Progressive earnings: Foot off the gas pedal
In a month impacted by hurricane losses, earnings showed slower growth and no improvement in underlying loss ratio.
Insurance Insider US Research
,
September 20, 2021
Global Indemnity: A playbook for out-Foxing the activist investor
The carrier's investor day outlined ambitious return targets for 2026 but did not provide a clear path forward to meet those targets.
Insurance Insider US Research
,
September 16, 2021
AJ Gallagher investor day: Nothing’s gonna stop us now
The broker's quarterly investor day presented an optimistic growth and margin expansion outlook for the remainder of the year and 2022.
Insurance Insider US Research
,
September 15, 2021
Argo: Don't eat the marshmallow
Activist investor Ron Bobman is pushing for quick turnaround and a potential quasi-fire sale of Argo, missing out on the firm's greater potential.
Insurance Insider US Research
,
September 14, 2021
Short interest: InsurTechs are always on my mind
Pressure on Root cools following stock price dips, but persistent short interest in InsurTechs suggests that prices haven’t bottomed out yet.
Insurance Insider US Research
,
September 13, 2021
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