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652 results
Yield curve inversion in itself will not rock the property-casualty industry’s boat
Yield curve inversion, thoughts on a potential recession and impact on the property-casualty industry.
Insurance Insider US Research
,
April 07, 2022
Stock performance: Ukraine and inflation shape a tumultuous Q1
The insurance sector was up through the first quarter of 2022 as broader economic and international factors drove down markets.
Insurance Insider US Research
,
April 05, 2022
Future of InsurTech, Trov and Insureon: Cloudy with a chance of consolidation
Following the acquisitions of Trov and Insureon, what InsurTech M&A deals are next?
Insurance Insider US Research
,
March 31, 2022
Personal auto loss trends: This cycle is different from the others
Paid-to-incurred trends have remained flat compared to past cycle turns, and firms have reacted quickly.
Insurance Insider US Research
,
March 28, 2022
Berkshire-Alleghany: Are investors getting fair value?
Inside P&C Research’s SOTP valuation range tops out 17% above the price, but the stock was range-bound and there were no other bidders.
Insurance Insider US Research
,
March 23, 2022
Argo proxy battle: Groundhog Day
Activist investors continue to tighten the screw on the insurer’s management team.
Insurance Insider US Research
,
March 17, 2022
Russia-Ukraine: Rising gas prices alone won’t reverse auto loss costs
The more important driver of past downswings in loss costs has been unemployment.
Insurance Insider US Research
,
March 14, 2022
Q4 review: Insurance firms adjusting to a different world
Inside P&C’s Research team wraps up the key themes from quarterly and annual earnings.
Insurance Insider US Research
,
March 08, 2022
Q4 earnings call sentiment analysis: Critical but calm
Insurance carriers tailor their comments to leave investors walking away with an optimistic view.
Insurance Insider US Research
,
March 03, 2022
James River Q4: Is the franchise vulnerable to activist investors?
The reserve charge reported in quarterly earnings may have opened the door for activists.
Insurance Insider US Research
,
March 02, 2022
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