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652 results
Property cat: Chicken today, feathers tomorrow
Reinsurers take stock of a changing catastrophe landscape and plot contradictory courses.
Insurance Insider US Research
,
November 02, 2021
Aon Q3: We’re going to need a bigger workforce
The hiring war heats up, stretching the firm’s compensation expenses relative to revenue and stealing the spotlight from positive earnings results.
Insurance Insider US editorial team
,
November 01, 2021
Willis Q3: You only live twice
Positive earnings results point to the firm meeting full-year guidance, but will it hit the 500 points improvement in margin by 2024?
Insurance Insider US Research
,
October 29, 2021
Short interest: No sign of relief for InsurTechs yet
Root and Lemonade remain the highest-shorted stocks covered, as short interest in most firms remains flat in anticipation of earnings.
Insurance Insider US Research
,
October 28, 2021
Chubb Q3: Groundhog Day for commercial lines themes
Moderating rates and elevated nat cat frequency and severity don’t negate margin improvement and stronger-than-expected EPS.
Insurance Insider US Research
,
October 28, 2021
Brown & Brown Q3: ‘Boring’ and back to single-digit growth
Quarterly results show the first signs of slower organic growth, suggesting its middle-market focus may leave it more sensitive to rate moderation.
Insurance Insider US Research
,
October 27, 2021
WR Berkley Q3: E&S gains propelled by hard market
The broader US commercial marketplace is competitive, with many admitted carriers writing coverage through different distribution channels.
Insurance Insider US Research
,
October 25, 2021
Marsh McLennan Q3: Brokerage supercycle continues to run in a high gear
Growth and margin expansion will become increasingly challenging to achieve amid moderating rates, a slowing economic recovery and rising expenses.
Insurance Insider US Research
,
October 22, 2021
Travelers Q3: A rosy picture or rose-colored glasses?
Capping the firm’s positive quarterly results, Travelers noted a strong but moderating rate in the business insurance segment in a positive read-through for commercial lines carriers.
Insurance Insider US Research
,
October 20, 2021
Q3 earnings and known unknowns
If stagflation takes hold, there is scope for more rapid loss-cost inflation, reserve charges and growth challenges to come, the Inside P&C Research team writes.
Insurance Insider US Research
,
October 18, 2021
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