Arch Defies Seasonality, Confirming Stock Buy Backs Through Hurricane Season
Arch Capital says cat margins remain highly attractive heading into 1/1, strong enough that it’s confidently accelerating buybacks even during peak hurricane season.
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With Ackman’s Insurance Deal Set, Now Comes the Portfolio Pivot
The Vantage deal locks in underwriting stability; the real test now is whether a portfolio pivot toward higher-return assets can boost book value without testing regulators or rating agencies.
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Macroeconomic Stress, Disaster Losses and Cyber Exposure Dominate Insurer Risk Outlook
A wave of volatility, rising catastrophe losses, and escalating cyber threats is reshaping the global insurance risk landscape, regulators warn.