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Citi has been retained to run a process which is now in its early stages.
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The pivot to profitable growth will be a topic to watch as investors patiently wait for this execution to deliver real margin improvement. -
Any faster-than-anticipated re-opening could have a negative impact on loss cost trends.
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Although this period’s short-interest shift was muted, the next update will likely show greater movement as Q1 is digested.
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Aon’s Friday release concluded the first-quarter broker earnings season on a high note with the record-breaking profit and highest brokerage organic growth since 2003.
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Podcasts
March 23, 2021
In the second episode of Inside P&C’s new podcast, Unreserved, Everest Re CEO Juan Andrade and COO Jim Williamson sit down with Insider Publishing’s editor-in-chief Adam McNestrie.
Opinion
Longform Research
Longform Research
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The de-SPAC transaction will value the homeowners InsurTech at $5bn.
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But for its stock valuation and ~$650mn to $750mn in new cash proceeds, Root seems in every way like a business in crisis based on its fundamentals.
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Part One of a deep dive by our research team into Metromile’s business model.
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