Stocks
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The investment recovery will be welcome but Chinese tariffs will contribute to loss-cost inflation. -
The announcement spurred a quick spike in stock market valuations.
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Trade credit and marine are among the lines facing direct impacts amid a broader inflationary challenge.
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Markets have taken a battering across the globe following the “Liberation Day” announcement.
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Insurance’s demand inelasticity will be its greatest strength in 2025.
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Insurance share prices were resilient amid today’s market meltdown.
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The insurer also pointed to accelerating growth, M&A to come, and a sub-30% ER.
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The company’s stock jumped 14% within 30 minutes of the market’s open.
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The insurance market remains generally immune to tariff uncertainty, but not all is well.
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On Monday, the firm reported a Q4 CoR of 155.1%, versus 98.1% a year ago.
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The investment firm’s holdings were down to $59mn at the end of Q4.
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Jana holds around 109,000 shares and 69,000 call options, at a $307mn total value.
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