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The Life Pyramid Is Inverting, Are Your Products Ready?

The Life Pyramid Is Inverting, Are Your Products Ready?

AUB doubles down on the UK and the AI divide widens, while inflation risks shift toward fiscal dominance.

Long Form ArticleLong Form Article
US Inflation at a Crossroads: Tame Data, Political Pressure, and the Risk of Fiscal Dominance

US Inflation at a Crossroads: Tame Data, Political Pressure, and the Risk of Fiscal Dominance

Inflation in the United States has entered a paradoxical phase.

Gaston Brizuela Bosio
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The Insurance Wake-Up Call: M&A, Fraud ROI, and AI Dominance

The Insurance Wake-Up Call: M&A, Fraud ROI, and AI Dominance

Megadeals dominate M&A and AIG commits $3.5B to CVC, while leaders target Fraud Detection for fast ROI.

Macro ViewMacro View
The Macroeconomics of Artificial Intelligence in 2026

The Macroeconomics of Artificial Intelligence in 2026

By 2026, artificial intelligence has moved decisively from experimental technology to a central driver of macroeconomic dynamics.

Gaston Brizuela Bosio
MicrosurveyMicrosurvey
Where Leaders Expect the Fastest ROI From New Investments

Where Leaders Expect the Fastest ROI From New Investments

In today’s insurance environment, ROI isn’t just about returns—it’s about speed, certainty, and defensibility.

Research Deep DiveResearch Deep Dive
Insurance M&A 2025: Scale, Capital Optimization, and Strategic Repositioning Define the Cycle

Insurance M&A 2025: Scale, Capital Optimization, and Strategic Repositioning Define the Cycle

The global insurance M&A market in 2025 reflects an industry in strategic transition rather than cyclical exuberance.

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Insurers Face a Triple Threat: Cyber, Climate, and Macro Volatility

Insurers Face a Triple Threat: Cyber, Climate, and Macro Volatility

Global supervisors flag 3 key risks, while cyber premiums lag ransomware reality and the labor market enters a "low-hire" limbo.

Long Form ArticleLong Form Article
The U.S. Labor Market at an Inflection Point: Slowing Employment, Policy Friction, and the AI Valuation Paradox

The U.S. Labor Market at an Inflection Point: Slowing Employment, Policy Friction, and the AI Valuation Paradox

The U.S. labor market has entered a distinctly different phase of the economic cycle.

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$38.7B Oil Risk, AI Crackdowns, and PE’s Next Insurance Play

$38.7B Oil Risk, AI Crackdowns, and PE’s Next Insurance Play

This week we’re tracking where insurance risk, regulation, and capital are converging—from the $38.7B oil insurance market growing at a 5.6% CAGR, to regulators tightening scrutiny on AI-led underwriting, and brokers scaling into high-margin deal insurance as PE demand rebounds.

MicrosurveyMicrosurvey
Cost Pressure Is Fragmenting Across the Insurance Org Chart

Cost Pressure Is Fragmenting Across the Insurance Org Chart

As insurers head into 2026, cost containment is no longer a single-line item—it’s a leadership-wide balancing act shaped by volatility, margin pressure, and long-term investment tradeoffs.

Macro ViewMacro View
Maduro’s Capture and the Re-Opening of Venezuela

Maduro’s Capture and the Re-Opening of Venezuela

A Structural Shift in Global Oil and a Generational Opportunity for U.S. Private Equity

Gaston Brizuela Bosio
Research Deep DiveResearch Deep Dive
Political Risk Insurance and the Reconstruction of Venezuela’s Oil Sector

Political Risk Insurance and the Reconstruction of Venezuela’s Oil Sector

De-Risking a Once-in-a-Generation Energy Investment Opportunity

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