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14:00
Jul 29 ◎
Nicolas Papadopoulo President and Chief Executive Officer, Arch Capital Group Ltd. ACGL Q2 FY26 call
Arch is actively increasing its use of retrocession in short-tail lines, especially property catastrophes, as a tool to manage its net portfolio as price adequacy declines. — This shift in capital allocation could reduce profitability for primary insurers as reinsurers pass through risk to retrocessionaires, affecting the entire property catastrophe value chain.
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About AXS Analyst Coverage

Buzzberg tracks AXS (Axie Infinity) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Nicolas Papadopoulo.