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The legislation aims to keep the homeowners market functional, but more change will be needed long term to make the Sunshine State an attractive place for insurance capital. -
The Third Point hedge fund chief’s appointment to the board will provoke investor scrutiny of potential conflicts of interest.
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The ~$60bn-premium marketplace is only going to grow, and in the aggregate can outperform insurers’ own underwriting.
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These results will strengthen convictions on the turnaround, but questions remain around how it will fare in a market where all insurers are looking to grow.
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The specialty insurer is trying to catch the end of favorable sector conditions, and macro conditions that could still support a listing if they stabilize.
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The expectation that we would be talking about the slowing of the brokerage supercycle proved to be misplaced.
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The insurance investor has what can feel like a sixth sense for timing the market to maximize value on exit.
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The deal serves as a reminder that the conglomerate, with its ~$140bn cash pile, could be a major consolidator in P&C.
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As well as wheeling out the same old products, the sector manages new risks through exclusion and does a poor job of telling its story to insureds.
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CEO Sankaran and COO Gangu are looking to use the firm’s capital, platforms and licensing to create value beyond reinsurance.
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The commercial lines turnaround is a remarkable achievement, but to succeed in the next phase it must pivot from its command-and-control culture.
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Too many groups have been looking for a free lunch, and when it comes to capital in insurance – you get what you pay for.
