Insurance RESEARCH

Our unique thematic research calls out big themes early, for both industry executive clients and institutional investors.

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Bill Wilt, CFA

Senior Analyst, Insurance

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Workers’ Compensation: Less to Fear from Changes to...

Workers’ Compensation: Less to Fear from Changes to Medicaid

5-12-2025

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P/C Industry: Watch Construction and Retail in a...

P/C Industry: Watch Construction and Retail in a Recession

5-6-2025

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P/C Industry: The Hard Market is Over. Now What?

P/C Industry: The Hard Market is Over. Now What?

4-30-2025

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Auto Insurance: Smart Money Betting on Rising Used Car...

Auto Insurance: Smart Money Betting on Rising Used Car Prices

4-22-2025

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P/C Industry: Don’t Fear a Yield Curve Inversion

P/C Industry: Don’t Fear a Yield Curve Inversion

4-21-2025

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P/C Insurance: Commercial Auto Chronically Deficient

P/C Insurance: Commercial Auto Chronically Deficient

4-15-2025

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P/C Insurance: Social Inflation Update

P/C Insurance: Social Inflation Update

4-8-2025

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P/C Insurance: Liability Insurance Facing Difficult...

P/C Insurance: Liability Insurance Facing Difficult Trends

4-1-2025

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P/C Insurance: Workers’ Comp Less Redundant at YE24

P/C Insurance: Workers’ Comp Less Redundant at YE24

3-25-2025

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P/C Insurance: Annual Industry Loss Reserve Study

P/C Insurance: Annual Industry Loss Reserve Study

3-18-2025

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P&C Industry: First Look at YE24 Loss Reserves

P&C Industry: First Look at YE24 Loss Reserves

3-10-2025

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Auto Insurance: Tariffs Likely to Crimp Margins (ALL,...

Auto Insurance: Tariffs Likely to Crimp Margins (ALL, PGR)

3-5-2025

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P/C Insurance: Environmental Liability Pressures to Ease

P/C Insurance: Environmental Liability Pressures to Ease

2-28-2025

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P/C Insurance: Search for Growth Gets Harder

P/C Insurance: Search for Growth Gets Harder

2-18-2025

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P/C Insurance: Unit Growth in Personal Auto is Not Easy

P/C Insurance: Unit Growth in Personal Auto is Not Easy

2-10-2025

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P/C Insurance: Watching Loss Ratio Trends and Forecasts

P/C Insurance: Watching Loss Ratio Trends and Forecasts

2-4-2025

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P/C Insurance: Early 4Q24 Takeaways; CA’s FAIR Plan

P/C Insurance: Early 4Q24 Takeaways; CA’s FAIR Plan

1-27-2025

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Workers’ Compensation: Less Premium, Fewer Claims in ‘25

Workers’ Compensation: Less Premium, Fewer Claims in ‘25

1-14-2025

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Property Insurance: Thoughts on the CA Wildfires

Property Insurance: Thoughts on the CA Wildfires

1-10-2025

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Commercial Auto: No Reprieve Expected in ‘25

Commercial Auto: No Reprieve Expected in ‘25

1-7-2025

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