Insurance Insider US
@IInsiderUS
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We provide unparalleled market intelligence on the entire US P&C insurance market – covering everything from big-ticket commercial insurance to personal lines
New York, NY
Joined January 2019
Loss Costs Lens: Inflation will continue to hurt insurers in 2026 https://t.co/8SOqPj1cJP
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Casualty and auto loss costs continue to rise due to inflation as we head into 2026.
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P&C stocks underperform the S&P 500 as the deep soft market looms https://t.co/KL38QK3YyQ
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Worsening market conditions drove the majority of P&C stocks to underperform the S&P 500 in 2025.
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2026 US P&C industry outlook: A deep soft market might be closer than you think https://t.co/GB1rm2pU0I
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An impending soft market further complicates the outlook for carriers with long-tail casualty exposure.
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Consolidation in 2026: No one wants to be the last one on the dance floor https://t.co/ssEiTFEFO1
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Carriers underweight in E&S could lead the charge in the next round of M&A.
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From data centers to dislocations: Axis’ McKenna on the future of specialty insurance https://t.co/DH5GspPgRz
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Michael McKenna, Head of North America Specialty Insurance, AXIS, outlines the key trends shaping the industry as 2025 comes to a close and underscores that talent acquisition and rapid technology...
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Broker stocks fall from five-year highs and multiples compress as the cycle turns https://t.co/6MeUb3l4Rj
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Investors recalibrate their expectations for the segment as the soft market approaches.
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Fronting Part 3: Will history repeat itself? https://t.co/weFKK87PMg
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Highly concentrated, overly leveraged fronts could repeat the Unicover-Reliance story.
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9M commercial lines data: Taking one step forward and two steps back https://t.co/Z3FQVnjAb4
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A favorable nine months for the industry does not solve its underlying problems.
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Cautious optimism for global credit: AXIS' Silas sees mild growth but stresses tail-risk pricing https://t.co/KomWO8vEXU
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Looking ahead to 2026, Michael Silas, Head of Global Credit, AXIS, sees mildly positive global growth driven by tech and infrastructure, but says credit sentiment remains cautious and reinsurers must...
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Data-driven underwriting will redefine the soft market: Apollo’s Slaughter https://t.co/BSeVKMXI0J
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With real-time data and analytical tools giving underwriters a clear view of pricing adequacy, mix and attachment points, and allowing faster corrective action when rates fall below acceptable...
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Insurers must seize the energy transition opportunity: Fidelis’s Heathcote https://t.co/OPURjeWYgX
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Insurers can turn the global energy transition into both a commercial opportunity and a force for societal good, said Charlie Heathcote, Head of Sustainability, the Fidelis Partnership, during an...
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Brokers should be the ‘golden source of truth’: Recorder Co-Founder https://t.co/JDwe6LVFMv
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Allowing insurers to receive real-time data from MGAs could eliminate the need for monthly bordereaux reporting, said Matt Hicks, Co-founder, Recorder, during an interview at the Insurance Insider’s...
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Best P&C industry results for nine months mask divergent trends https://t.co/BBizap6NuV
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Loss ratios in troubled casualty lines ticked down year-over-year despite worsening loss costs.
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AI is a powerful tool but no silver bullet: AXIS's Farrup https://t.co/1I2TTjdrQy
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Being able to make use of innovative AI features relies on having structured, organised and logical data.
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October cat heatmap: Cat losses light as we approach year-end https://t.co/jTkcaZ9gvv
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Light cat losses at year-end portend capital deployment and return decisions in 2026.
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9M reserve releases outpace 2024 despite worsening loss costs https://t.co/CabhHpqNRp
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Sizable reserve releases offsetting casualty reserve charges cannot last forever.
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Flexible insurance policies can be powered by granular data: Google Cloud's Lucas https://t.co/rK71RIQfsP
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AI and precise data can enable insurers to innovate policy durations, from annual to transaction-specific, offering more tailored coverage options, said Christina Lucas, Global Market Leader,...
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Navigating the cycles: SiriusPoint's Egan warns against undercutting risk https://t.co/mpe65KPjQ3
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During an interview at the PwC Insurance Summit, SiriusPoint CEO Scott Egan highlighted the danger of pricing cycles. As pressure mounts after a quiet cat quarter, he urged reinsurers not to create...
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Third-party capital expansion primes the M&A pump for 2026: PwC's Britten https://t.co/ydKPY0DOKD
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PwC Partner Matt Britten predicts a wave of dealmaking in 2026, driven by diversified third-party capital from hedge funds, private equity and more. With reinsurers seeking growth and new asset...
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$600 billion in capital flow is reshaping the insurance industry: PwC's Wightman https://t.co/UAafQAOvdT
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An expected $600bn of capital flowing into the financial services industry in the coming years is focused on innovation and can reshape the insurance industry, said Arthur Wightman, territory leader,...
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