Research | Insurance Insider US

Search results for

Tip: Use operators exact match "", AND, OR to customise your search. You can use them separately or you can combine them to find specific content.

There are 653 results that match your search.653 results

Q3 earnings call sentiment analysis: Step by step

Across the P&C industry, sentiment expressed on Q3 conference calls has improved since pandemic lows.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, November 29, 2022
Skyward IPO on deck: One more plate for the E&S/specialty Thanksgiving table

Skyward Specialty has indicated its intent to IPO at a time when investors may be looking for good entry points, though the window of opportunity may be closing.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, November 23, 2022
Q3 statutory loss data is out: Trends reflect impact of inflation and Ian

Third-quarter statutory data reveals premium growth, worsening loss ratio because of increased loss cost trends and Hurricane Ian.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, November 22, 2022
Lemonade Investor Day: Waiting for the Robinsons

Our Trump/Biden note from yesterday discussed the rotation from growth stocks to value stocks playing out over 2022. Unfortunately, insurance technology stocks have had it the worst, with Lemonade stock down 49%, but still doing relatively better than Root (down 86%) and Hippo (down 80%).

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, November 17, 2022
What do interest rates, crypto-winter, Trump, and insurance stock volatility have in common?

In the uncertain economic landscape, investors have shifted toward value stocks like insurance, with increasing movement around this earnings season and the election.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, November 16, 2022
Is it time to splurge on Turkey/Tofurkey on CPI report? Not so fast!

Though still significantly elevated, the CPI appears to have peaked in the short term, which may give carriers a chance to catch up on rate.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, November 14, 2022
With Nicole close, Florida companies say, 'I will survive!' (for now)

Floridians had a hard quarter, but they are fighting to regain stability after Ian.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, November 10, 2022
Regionals: Catching up to nationals in the value creation marathon

The regionals continue to find success in small and middle market business, as their pivot to a commercial focus has benefitted them.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, November 08, 2022
Allstate vs Progressive: A tale of two cities

Progressive’s superior digital distribution and widening auto margins put it far ahead of the competition.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, November 03, 2022
Axis: Boo! Missing the biggest party of the decade

Axis’ pivot away from property reinsurance comes just as the sector reaches one of the biggest inflection points.

Amit Kumar, Sunmoy Pati, Maria Lamberton, Husain Rupawala, November 01, 2022

...