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Short interest and short borrow fee rate update: Only InsurTechs move

Lemonade, Root, and Metromile remain the focus of short sellers, as most firms see little short interest change.

Insurance Insider US Research, January 03, 2022
AJ Gallagher investor day: M&A is the name of the game

The broker reiterated M&A’s importance during its quarterly investor day, and predicted favorable results for Q4 and 2022.

Insurance Insider US Research, December 15, 2021
November CPI: Highest rate since 1982 squeezes personal auto carriers

The monthly CPI report shows that inflation continues to push severity higher as carriers take rate in response.

Insurance Insider US Research, December 13, 2021
Short interest and short borrow fee rate update: InsurTechs stay in the hot seat

Lemonade and Root remain the focal points of short sellers, while Metromile’s stock loan fee rate increases (pending acquisition).

Insurance Insider US Research, December 10, 2021
Hagerty IPO: Nice Price or No Dice?

The classic car insurer goes public but might have to pay a price for growth later.

Insurance Insider US Research, December 09, 2021
Buybacks: Companies likely to pick up the pace if pricing trends falter

The higher level of repurchases seen in Q3 will likely last longer than expected.

Insurance Insider US Research, December 06, 2021
Post-Thanksgiving turkey drop: Insurance stocks fall on macro, profit-taking

In November, the Inside P&C Select was -6.8%, underperforming the S&P 500 which delivered -0.8%.

Insurance Insider US Research, December 02, 2021
Short interest and short borrow fee rate update: InsurTechs catch a small break

Short interest fell in InsurTechs, but not enough to ease the pressure on the sector.

Insurance Insider US Research, November 30, 2021
James River: Saved by the cycle?

With the commercial auto noise behind it, the firm is set to benefit from E&S tailwinds, but casualty re remains a concern and new management will need to bed in.

Insurance Insider US Research, November 30, 2021
P&C call sentiment: Management’s carefully tailored perspective

Insurance carriers tend to favor a negative outlook during their earnings calls, even when its unwarranted.

Insurance Insider US Research, November 23, 2021

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