TPG/Jackson $650M Deal Tests Investor Appetite for Insurance-Alt Manager Convergence
TPG’s deal with Jackson Life was generally welcomed by investors, but analysts are starting to question what’s under the hood.
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How Venezuela’s Political Fate Played Out In an Insurance, Oil Industry Legal Battle
A Lloyd’s-backed insurance lawsuit over Venezuelan crude reveals how modern sovereign risk is increasingly migrating onto insurers’ and investors’ balance sheets.
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.