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Reinsurers are reporting stellar 2023 results – what they do with the earnings will be crucial.
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It’s unsurprising, following the Corvus-Travelers transaction.
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The firm took a major reserve charge and has gone into remediation mode.
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Sources said Stone Point and CD&R will each have stakes of around 35%.
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A minority view gaining currency is that 2016-19 will not be the only problem.
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Given a number of complexities, the landing zone on a take-out price is small.
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Putting together two “show me” stories risks investor skepticism.
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The firm may be a victim of its own success and size but a challenging macro landscape is also presenting obstacles for levered brokers as The Squeeze 2.0 looms.
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Organic growth will slow from historically elevated levels and the increased cost of debt will take its toll.
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If the Floridian goes through with a listing, it will be a true test of whether the public markets believe that the state’s fragmented insurance market is fixed, or on its way to being so.
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The US market’s messaging around E&S growth means the sector will likely face ever-greater scrutiny in 2024.
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Carriers will be taking more risk net this year – which may arrest the speed of decline in cyber pricing.
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