Opinion

  • Florida and japan renewals
    Opinion

    Japan and Florida: A tail of two markets (reprise)

    2020-02-19T22:03:00Z

    Last year when the The Insurer covered the mid-year wind renewals we commented that the influence of adverse development on “short-tail” wind risk was proving to be a common theme in Japanese and Florida. Eleven months later and on the face of it not much has changed at all. ...

  • FAC – Lloyd's
    Opinion

    The FCA on the London market: a curious critique

    2020-02-19T19:33:00Z

    Another year, another report from the UK regulator the Financial Conduct Authority (FCA) on the state of the country’s financial services sector, examining the ways in which the financial environment is changing and the impact of these changes on market effectiveness.

  • AIG – New York
    Opinion

    AIG points to mounting D&O and R&W pressures…

    2020-02-14T12:36:08.387Z

    If public D O was the canary in the coalmine for financial lines underwriters, then evidence in recent days suggests that loss trends are now accelerating in other classes within the segment.

  • Acrisure
    Opinion

    Acrisure on the SME revolutionary road…

    2020-02-13T12:54:00Z

    Changes at retail agent consolidator Acrisure which include a focus on cutting costs from the SME insurance transaction raise some intriguing possibilities…

  • IAG share price index
    Opinion

    A brave new world for Australia’s insurers?

    2020-02-12T23:06:00Z

    IAG’s recent uplift of its perils assumptions suggests not so much a revision as a recalibration in response to weather-related claims in Australia.

  • Florida
    Opinion

    The multiplier effect

    2020-02-10T12:22:00Z

    The news flow out of Florida so far this year has highlighted mounting pressures on homeowners carriers. But momentum behind legislation to tackle soaring attorneys fees could bring some welcome respite…

  • Global (re)insurance M&A 2014-2020 i
    Opinion

    Covéa’s $9bn PartnerRe pitch prices out obvious rivals

    2020-02-10T11:52:00Z

    In 2019, the global M A carousel temporarily slowed when it came to big cross-border (re)insurance transactions. 

  • Ardonagh spotlight
    Opinion

    Spotlight now on Ardonagh as GRP finds new investor in Searchlight

    2020-02-03T20:03:00Z

    The news yesterday that UK broker aggregator GRP has agreed terms to sell a majority stake to the US PE House Searchlight Capital Partners has focussed the spotlight on its larger rival Ardonagh, the company founded by GRP’s executive chairman Peter Cullum.

  • Aditya Dutt and John Doucette Everest Re
    Opinion

    RE vs RNR: A capital contrast

    2020-02-12T13:10:00Z

    Yesterday, Everest Re shares performed strongly in response to consensus-beating Q4 results, nudging up 2 percent to a new all-time high.

  • Recent legislative activity – Gavel
    Opinion

    Tort bounce for fragile stocks

    2020-02-06T11:54:00Z

    There was strong performance in US insurance stocks led by Chubb and Markel yesterday after incrementally positive news on reserves and loss trends helped boost investor confidence.

  • Multistrat Group
    Opinion

    Chasing tail

    2020-02-05T12:56:00Z

    Casualty has for a long time been identified as the next frontier for the ILS market.

  • RenaissanceRe – Lloyd's
    Opinion

    Flight to quality

    2020-02-05T07:23:00Z

    News of a significant fundraise by RenRe’s managed third party capital vehicles in Q4 and at 1.1 is no surprise.

  • Worn shoe
    Opinion

    Brokers toil on the mean streets of market change

    2020-02-04T00:06:00Z

    The momentum of broad price increases that have taken hold in the commercial insurance market has inevitably been a dominant theme in the fourth quarter earnings season.

  • Hurrican Irma – Florida
    Opinion

    A sting in the tail

    2020-02-03T12:40:00Z

    When Irma dodged a direct Miami hit and weakened to Cat 1 as it headed to Tampa in September 2017, the Florida homeowners market may have breathed a collective sigh of relief.

  • UK and EU Broken love heart
    Opinion

    The long goodbye…

    2020-01-31T07:45:00Z

    It has taken three-and-a-half years and triggered more false starts than an Olympic sprint final but tonight – finally – the EU and the UK say au revoir.

  • Unicorn and Shop closing sign
    Opinion

    Insurtech – rather a mythical creature than an extinct one

    2020-01-30T11:58:00Z

    Two extremes for insurtechs have emerged in recent times: a small herd of unicorns riding high on soaring valuations and a much larger number of start-ups ceasing business.

  • US surplus lines image
    Opinion

    US wholesale: the big just got bigger

    2020-01-29T00:00:00Z

    Record flow into the E S market is swelling the books of the wholesale giants…

  • Travelers and bear
    Opinion

    Travelers: an outlier or an outrunner?

    2020-01-27T12:29:00Z

    The first few results of the fourth quarter results season are in, and already it seems clear that a big issue of the previous quarter will remain so in this one - the impact of social inflation. 

  • Gavel and stephoscope
    Opinion

    Where is the MedMal market’s pain threshold?

    2020-01-24T01:18:00Z

    The medical professional liability sector is symptomatic of the wider US commercial casualty market…

  • Australia bushfire
    Opinion

    The retention predicament

    2020-01-23T07:27:00Z

    In a week when the Florida homeowners market was again under the spotlight an earnings preannouncement from California’s Mercury General last Thursday  demonstrated that it is not only carriers in the Sunshine State that are being challenged by a harder reinsurance market.