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Q1 Preview: Big Freeze bites earnings estimates

Inside P&C Research, April 09, 2021

Winter Storm heavily weighs on the Q1 estimates, offsetting the expectations of improving underlying margins.
M&A: Who might feature in the next round – a look at buyers, sellers and in-betweeners

Inside P&C Research, April 08, 2021

The next few years could prove to be more active in consolidation than normal for underwriters.
Auto frequency: Cloudy outlook with some sunshine

Inside P&C Research, April 06, 2021

On a forward basis, frequency estimates could look high with base figures in 2020 being significantly impacted by initial lockdown measures.
Insurance stocks say 'we’ve got the right stuff, baby' as fiscal agenda changes

Inside P&C Research, April 04, 2021

In March, the market-weighted performance of the Inside P&C Select was up 5.7%.
Short Interest: Root keeps its top spot

Inside P&C Research, April 01, 2021

Short interest as a percent of float is a great indicator of current market sentiment.
Chubb-Hartford: I want you to want me!

Inside P&C Research, March 30, 2021

Greenberg is presumably 50 steps ahead, and The Hartford’s response last week was likely not a surprise.
Everything you wanted to know about SPACs (but were afraid to ask)

Inside P&C Research, March 29, 2021

The report parses some of the more interesting aspects of going public through de-SPACing.
Inside P&C Live: Five key takeaways on the market

Inside P&C Research, March 26, 2021

Market heavyweights gave their views on subjects including loss costs, M&A, InsurTech and pricing.
AJ Gallagher investor day: Knocking on wood

Inside P&C Research, March 22, 2021

The broker upgraded its Q1 outlook with more optimism on later quarters, and increased confidence on margins and M&A.
Chubb-Hartford: Rounding out the franchise with SME

Inside P&C Research, March 19, 2021

The $65 per share bid looks like an opening salvo, with potentially another $10+ per share to come.

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