P&C Research and Analysis
by IPC Research | May 22, 2020
It was clear to us by early March that 2020 would likely be a “prove-it” year for the remaining Bermuda independents, and suddenly these companies have much more to prove.
by IPC Research | May 17, 2020
Covid-19 marked the beginning of a year of big trade-offs for the insurance intermediaries
by IPC Research | May 1, 2020
The brokers' Q1 comments reinforce the tough trade-offs facing insurance intermediaries following the solid Q1 results but dim 2020 outlook
by IPC Research | April 27, 2020
After a surprisingly positive start, new data points emerging from Q1 earnings are skewing negative. In fact, the drip-drip of bad news is starting to become a stream.
by IPC Research | April 19, 2020
With Q1 results kicking off on Tuesday with Chubb, Travelers, WR Berkley, and RLI, we see the set-up in P&C as skewed to the downside for the foreseeable future
by IPC Research | April 16, 2020
We view current economic conditions manifesting as a potential “out of sample” problem the highly levered agent roll-up model has not anticipated.
by IPC Research | April 7, 2020
P&C stocks underperformed all sectors outside financials and energy in March
by Dan Lukpanov | March 12, 2020
The deal has both sound financial and strategic rationale. But is it a fair deal? Not exactly.