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08:30
Jul 22 ◎
Jul 22 ◎
CB
▾
HIGH
Despite softening commercial P&C markets and broadening loss cost trends, management remains confident in delivering double-digit EPS and tangible book value growth, supported by diversification, investment income, and capital management.
"I'm confident in our ability to continue to outperform and to generate strong growth in operating earnings and EPS and most important, double-digit intangible book value."
CB WATCH
HIGH
08:30
Apr 22 ◎
Apr 22 ◎
CB
ANTHROPIC
ACGL
MKL
WRB
▾
HIGH
Management expresses strong confidence in future earnings growth and tangible book value appreciation, underpinned by diversification, underwriting discipline, and balance sheet strength.
"I remain confident in our ability to continue generating strong growth in operating earnings and double-digit growth in EPS, and most important, tangible book value."
CB WATCH
Evan Greenberg discusses how Anthropic's code-generation AI can find vulnerabilities, lowering the threshold for what counts as a vulnerability, and notes that this is an emerging offensive tool in cyber security.
"anthropic is a code generator so it can read code so it's it shouldn't be shocking That since it can read code, look at another use that has emerged"
ANTHROPIC WATCH
Property pricing in shared & layered markets is down 25% QoQ and heading to 30%, while loss costs run 4-5% – a clear sign of unsustainable pricing driven by volume-based MGAs and alternative capital. — Aggressive pricing in large property E&S signals that capital providers (reinsurers, ILS funds, MGAs) are taking on poor risk-reward; traditional insurers with discipline like Chubb are shrinking, but peers still chasing volume could face adverse development.
"If I sort of step back and look at overall market rate in Shared and Layered, in North America and in London, pricing overall is off 25% in the quarter, heading to 30."
ACGL WATCH
MKL WATCH
WRB WATCH
The arms race in cyber insurance is accelerating as AI code generators (like Anthropic’s) lower the bar for identifying vulnerabilities; middle-market companies are the most exposed due to weaker hygiene. — Insurers may demand higher cyber premiums and stricter policy conditions; cybersecurity vendors (CrowdStrike, Cisco) could see increased demand for monitoring and patch automation as underwriters tighten requirements.
"The arms race is on. Now it is about hygiene and services to monitor and to support clients and identifying and fixing."
CRWD WATCH
CSCO WATCH
HIGH
08:30
Feb 04 ◎
Feb 04 ◎
C
AON
MMC
CB
▾
HIGH
Citigroup selling Banamex to local management could strengthen Chubb's exclusive partnership and drive further growth in Mexico.
"And with the sale of Banamax right now from by city group to local Mexican management, I expect that's going to be another growth opportunity."
C WATCH
Chubb is a key insurer for large data center placements, working alongside major brokers like Aon.
"We are an important factor when Aon and Marsh and other major brokers are engaged in the creation and putting together and placement of data centers."
AON WATCH
Chubb's insurance capacity is used by Marsh in data center placements, indicating a ongoing partnership.
"We are an important factor when Aon and Marsh and other major brokers are engaged in the creation and putting together and placement of data centers."
MMC WATCH
Management's tone is markedly positive, forecasting strong EPS growth and record earnings supported by all income streams, despite cat and FX headwinds.
"While early, we're off to a good start in 26, and we're confident in our ability to generate for the year strong growth in operating earnings, and double-digit growth in EPS and tangible book value through the three sources of income, PNC"
CB WATCH
HIGH
08:30
Oct 22 ◎
Oct 22 ◎
CB
KKR
BYTEDANCE
GRAB
▾
HIGH
Management raised ROE target to 14%+ and signaled continued earnings growth, discipline, and increased buybacks, reflecting confidence in broad-based underwriting and investment momentum.
"we will maintain superior earnings growth, including double-digit growth in EPS, book intangible book value, and core operating ROE increasing to 14 plus percent over the medium term."
CB WATCH
Chubb is increasing allocation to private equity through its KKR partnership, boosting investment income yield and variability. — KKR stands to benefit from higher fee income as Chubb grows its alternative asset allocations.
"we used our partnership with, you know, our long-term partnership with KKR as an example."
KKR WATCH
ByteDance is a platform partner for distributing A&H insurance products in Asia.
"a new bank or in Latin America or Grab in Asia or a ByteDance, et cetera, to their customers through both an embedded"
BYTEDANCE WATCH
Grab is a platform partner for digital distribution of A&H insurance in Asia.
"a new bank or in Latin America or Grab in Asia or a ByteDance, et cetera, to their customers through both an embedded"
GRAB WATCH
HIGH
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