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Allstate special investor call: Falling behind on loss trends extends the road to rate adequacy

While Allstate may be beyond the worst of the reserve charges, execution of initiatives needs to go smoothly for it to get back on track.

Inside P&C Research, December 05, 2022
Q3 earnings call sentiment analysis: Step by step

Across the P&C industry, sentiment expressed on Q3 conference calls has improved since pandemic lows.

Inside P&C Research, November 29, 2022
Skyward IPO on deck: One more plate for the E&S/specialty Thanksgiving table

Skyward Specialty has indicated its intent to IPO at a time when investors may be looking for good entry points, though the window of opportunity may be closing.

Inside P&C Research, November 23, 2022
Q3 statutory loss data is out: Trends reflect impact of inflation and Ian

Third-quarter statutory data reveals premium growth, worsening loss ratio because of increased loss cost trends and Hurricane Ian.

Inside P&C Research, November 22, 2022
Lemonade Investor Day: Waiting for the Robinsons

Our Trump/Biden note from yesterday discussed the rotation from growth stocks to value stocks playing out over 2022. Unfortunately, insurance technology stocks have had it the worst, with Lemonade stock down 49%, but still doing relatively better than Root (down 86%) and Hippo (down 80%).

Inside P&C Research, November 17, 2022
What do interest rates, crypto-winter, Trump, and insurance stock volatility have in common?

In the uncertain economic landscape, investors have shifted toward value stocks like insurance, with increasing movement around this earnings season and the election.

Inside P&C Research, November 16, 2022
Is it time to splurge on Turkey/Tofurkey on CPI report? Not so fast!

Though still significantly elevated, the CPI appears to have peaked in the short term, which may give carriers a chance to catch up on rate.

Inside P&C Research, November 14, 2022
With Nicole close, Florida companies say, 'I will survive!' (for now)

Floridians had a hard quarter, but they are fighting to regain stability after Ian.

Inside P&C Research, November 10, 2022
Regionals: Catching up to nationals in the value creation marathon

The regionals continue to find success in small and middle market business, as their pivot to a commercial focus has benefitted them.

Inside P&C Research, November 08, 2022
Allstate vs Progressive: A tale of two cities

Progressive’s superior digital distribution and widening auto margins put it far ahead of the competition.

Inside P&C Research, November 03, 2022

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