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Published by this author:
Off to see the Oracle: Berkshire Hathaway annual meeting takeaways
The meeting highlighted economic challenges and left questions about future acquisitions after an eventual management transition.
Insurance Insider US Research
,
May 03, 2022
Argo’s strategic review: April showers bring deal flowers
The firm initiated an exploration of strategic alternatives – including a potential sale or merger.
Insurance Insider US Research
,
April 29, 2022
Chubb Q1 earnings: Solving the margins puzzle
The firm reported strong quarterly earnings, with a core operating ROE of 11.3%, but margin improvement will depend on loss cost trends and broader economic forces.
Insurance Insider US Research
,
April 28, 2022
RLI and WR Berkley Q1: Benefiting from the special(ty) sauce
The specialty players are better placed than the commercial lines cohort with pricing and growth outperforming the broader market.
Insurance Insider US Research
,
April 27, 2022
Travelers Q1: Hitting turbulence as margin fears air pockets reform
The commercial lines bellwether reported positive quarterly earnings, but challenges may still be ahead.
Insurance Insider US Research
,
April 21, 2022
Alleghany-Berkshire: The art of negotiation and thoughts on why no-one showed up to this dance
The firm’s reinsurance heavy business mix, investments, and slowing value creation likely kept buyers away.
Insurance Insider US Research
,
April 20, 2022
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