Wall Street Zeroes In on Carlyle's $87B Insurance Play as Fortitude Re Deals Accelerate
Incoming CFO Justin Plouffe highlighted Fortitude Re's $4 billion Unum transaction and projected $20 billion in new AUM as evidence the strategy is delivering.
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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.
