Insurance Research

Title Date
Workers' Comp: Loss Ratio Tailwind from Opioid Reduction - We're lowering the amount by which we think the WC loss ratio will deteriorate in 2018 2017-09-20
Hurricane Irma: Reasonable to Fear the Worst - Pricing could reach an inflection point, but balance sheet impact won't be sorted out until 4Q17 2017-09-07
Allstate (ALL) and Progressive (PGR) Proprietary Survey: Speed to Payment Critical on Harvey Claims - Stock overhang should clear on Progressive faster than Allstate 2017-09-05
Allstate (ALL), Progressive (PGR): Current Pricing Umbrella in Stocks 2017-08-29
Hurricane Harvey: First Look at Wind vs. Water - Houston's active participation in NFIP will benefit (re)insurers; temper stock overhang 2017-08-28
Workers' Comp: Failure to Repeal ACA Good News for P/C Insurers 2017-07-31
Volatility Matters - Travelers, RLI, and Cincinnati Financial Outperform Expectations Everest Re (RE), Axis Capital (AXS), and XL would benefit from more stability 2017-07-24
Asbestos Liabilities: Raising Industry Estimate of Reserving Shortfall 2017-07-18
Progressive (PGR) - Expecting Continuation of Robust Unit Growth 2017-07-17
Allstate (ALL), Progressive (PGR): Good News Increasingly Discounted in Stock Prices 2017-07-11
Conference Call: Rise in Social Inflation --- Tuesday, June 27 at 2pm EST 2017-06-22
Social Inflation Follow Up: Third Party Litigation Funding Remains on the Rise 2017-06-20
Social Inflation Follow: Up Inflation Risk to the Upside From Advertising Trends 2017-06-13
Allstate (ALL): Esurance Nearing Accounting Profitability - parallels to Squaretrade 2017-06-07
Workers' Compensation Still Peaking, AHCA Impact 2017-06-02
Reinsurance Brokers: Modest Earnings Tailwinds from Rising Revenues (AON, MMC, WLTW) 2017-05-22
Commercial Auto: A Fixable Problem (ORI, SIGI, MCY, RLI, CINF, AFG) 2017-05-08
Allstate (ALL): Benefit of Auto Hard Market Likely to Continue 2017-05-02
Near-Term Pressures on Auto Physical Damage to Persist (ALL, PGR, MCY) 2017-04-25
Pricing and Reserves: Directional Impact on 2017 Estimates 2017-04-07

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