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The next generation must stay private longer, employ a partnership approach to capital and take the complexities of insurance more seriously. -
The company seems to be retrenching to a core business strategy as its new management team looks to land the turnaround.
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It is hard to see how the auto insurer can simultaneously address all of its challenges.
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A weaker growth outlook, less favorable debt markets and high absolute multiples all suggest peak valuations have been reached.
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Rates have risen, but cost inflation, climate change, retro renewals and S&P changes mean cat reinsurers are worse placed than in 2021.
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The CEO-designate's comments at the Morgan Stanley conference on Friday were a marked – and welcome – change of tone.
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If the variant is the real deal, it will impact loss costs and growth, while stoking fresh macroeconomic volatility.
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The size of the raise for a full-stack cat-exposed insurer implies that we have entered a new phase of VC exuberance.
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The impact of climate change has claimed many of the headlines, but cat writers have a slew of other issues.
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The deal derisks its early auto build-out, likely delays its next capital raise and still stands a good chance of delivering InsurTech alchemy.
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If the deal does complete this time, the partnership will face a range of pitfalls and challenges.
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It is possible to imagine the emergence of forces that could disrupt the new status quo on corporate responsibility.
