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Do Root’s earnings imply InsurTechs could effectively compete against the incumbents?
Root’s improved results make it an attractive acquisition, not a comeback story.
Amit Kumar, Maria Lamberton, Husain Rupawala
,
February 27, 2024
A look back at nine-month loss reserve data as earnings wrap up
How have loss picks fared over time for YTD 23 and 22?
Amit Kumar, Maria Lamberton, Husain Rupawala
,
February 23, 2024
Against the backdrop of commercial casualty reserving clouds, what’s ‘Next’ for AIG?
A review of commercial lines loss picks for AIG vs the industry
Amit Kumar, Maria Lamberton, Husain Rupawala
,
February 16, 2024
CPI brings Valentine’s roses for personal auto
Auto-related CPI values continue to drop, while premium inflation hits new highs
Amit Kumar, Maria Lamberton, Husain Rupawala
,
February 13, 2024
Reinsurer hybrids: Divergent paths lead to mixed near-term results
With mixed results in the reinsurance space, the specialty pivot remains a "show-me" story.
Amit Kumar, Maria Lamberton, Husain Rupawala
,
February 12, 2024
The casualty loss reserve elephant in the room
Commercial carrier earnings continue to show mixed prior-year development.
Amit Kumar, Maria Lamberton, Husain Rupawala
,
February 06, 2024
Insurance brokers in 2024: Where do we go from here?
Broker earnings reflect shifting tailwinds, with margins revealing the real winners.
Amit Kumar, Maria Lamberton, Husain Rupawala
,
January 30, 2024
Axis’s reserve charge: A Gettysburg moment
Axis’s reserve cleanup removes longstanding overhang and narrows the credibility gap.
Amit Kumar, Maria Lamberton, Husain Rupawala
,
January 25, 2024
Do Travelers' Q4 results signal no reserve noise for the rest of the group?
Strong results from Travelers without the anticipated reserving woes might be more reflective of the franchise than the overall industry trend.
Amit Kumar, Maria Lamberton, Husain Rupawala
,
January 23, 2024
Q4 earnings preview: Could this be a kitchen sink quarter?
Reserves, loss cost inflation, and pricing trends would be front and center in what will be an overall good quarterly earnings season due to the lack of large losses.
Amit Kumar, Maria Lamberton, Husain Rupawala
,
January 16, 2024
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