Early-stage InsurTechs will likely face fundraising challenges and huge incentives to grow at any price to “prove the model”, while incumbent carriers are at a maximum point of disintermediation risk.
For all the focus on the potential tail risks from Covid-19, the most probable outcome is a period of benign frequency allowing carriers to catch up to trend, altering the near-term industry paradigm.
The carrier's rehabilitation in the hands of private equity house Apollo hit a stumbling block yesterday after ratings agency AM Best revised its rating outlook on Aspen to negative.
Despite monumental headwinds that are likely to otherwise temporarily bring M&A activity to a halt, Bermudian (re)insurer Sirius International announced on Friday its intention to pursue a sale.
We use AIG as a case study to illustrate the tension between pressure to buy back stock at accretive levels versus the second-order impact on long-term strategies that require high earnings retention.
