Insurance Research

Title Date
Commercial Auto 2018-04-24
Underwriting Drives Valuation; Not Investment Income (Another (brief) look at a recurring theme ahead of 1Q18 earnings season) 2018-04-17
Hurricane Irma: Steadily Rising Losses Impact Renaissance (RNR); Everest (RE) - Industry loss estimate rises 8.2%, to $8.6 billion, after Florida OIR corrects 2018-04-13
Annual Industry study of ROE Dispersion: Stock-owned & nationally diversified writers of insurance "win". Mutual insurers limit the ROE upside of public companies 2018-04-12
Pricing and Reserves: Directional Impact on 2018e Forecasted 2018-04-03
Social Inflation Follow Up: Reserving and Pricing Risk on the Rise 2018-03-28
Workers' Comp: More Evidence of Risk from ACA Exposure 2018-03-14
Auto Insurance Pricing Hard Market Nears an End (PGR, ALL) 2018-03-06
ROE Framework Points to Modest P/C Pricing Correction 2018-02-28
Valuation Framework: U/W Results Drive Valuation; Not NII 2018-02-23
Midway Earnings Report: Lower Favorable Reserve Development - Seems part of an overall trend; not necessarily related to tax reform 2018-02-05
Tax Reform Could Generate Additional $215 Billion of Premiums 2018-01-30
Progressive (PGR) - Outsized Policy Growth to Continue Near Term 2018-01-23
AIG to Acquire Validus (VR): Cash is worth more than EPS to companies with NOLs 2018-01-22
Property/Casualty Expense Ratio and EPS Analysis 2018-01-17
Medical Inflation to Remain Benign Near Term, Pressures building into 2019 and later 2018-01-11
Social Inflation and Tax Reform = Conservatism in 4Q17 P&C Reserves - Incrementally more conservatism could lead to earnings disappointments 2017-12-15
Allstate (ALL) and Progressive (PGR): Pricing Hard Market (still) in Late Innings 2017-12-07
Allstate (ALL) Travelers (TRV): Homeowners Growth Challenged - The 20-year CAGR in housing units is less than 1%; "growth engine" 2017-11-30
Tax Reform Should Engender Conservatism in 4Q17 P&C Reserves 2017-11-17

Contact us here for help accessing content or arranging a relationship with our firm.