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Insurtech Unicorns, M&A Drivers, and a Cloudy Macro Outlook

Insurtech Unicorns, M&A Drivers, and a Cloudy Macro Outlook

After the champagne highs of 2021’s $16.6B peak, InsurTech is now facing a sharp funding drought, with deal counts and valuations collapsing.

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Gross Capital Formation: Your New Favorite KPI That Actually Predicts Winners

Gross Capital Formation: Your New Favorite KPI That Actually Predicts Winners

Economic growth does not happen by accident.

MicrosurveyMicrosurvey
The Shifting Drivers of Insurance M&A: Scale, Dry Powder, and Regulatory Pressures

The Shifting Drivers of Insurance M&A: Scale, Dry Powder, and Regulatory Pressures

Insurance M&A is set for another active year, but the motivations behind deals are becoming more fragmented across executive levels.

Research Deep DiveResearch Deep Dive
Insurtech VC Market Report: Funding Trends & Unicorns

Insurtech VC Market Report: Funding Trends & Unicorns

The global insurance industry is undergoing a seismic transformation, driven by the rapid advancement and adoption of Insurtech—a fusion of technology and insurance.

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$13T Water Build | Hear From Carlyle, HPS, Prosek & More

$13T Water Build | Hear From Carlyle, HPS, Prosek & More

Underwrite desal, pipes, and sensors—or $7T in private capital won’t flow.

Research Deep DiveResearch Deep Dive
The Case for Water Insurance: Securing a Critical Resource and its Infrastructure

The Case for Water Insurance: Securing a Critical Resource and its Infrastructure

Water is fundamental to life, economic productivity, and environmental stability. However, it is increasingly under threat from a combination of climate change, urbanization, industrial demand, and aging infrastructure.

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Powell's Signal: A Soft Landing... Off a Cliff?

Powell's Signal: A Soft Landing... Off a Cliff?

Federal Reserve Chair Jerome Powell has sent his clearest signal yet that interest rate cuts may be imminent.

Gaston Brizuela Bosio
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86% M&A Appetite | InsurTech Shifts Late-Stage (Auto 22%) | Advent–Sapiens $2.5B | M2 at $22T

86% M&A Appetite | InsurTech Shifts Late-Stage (Auto 22%) | Advent–Sapiens $2.5B | M2 at $22T

From pilots to production—on-chain claims, embedded travel distribution, and AI-tuned cargo underwriting set the H2 playbook.

Research Deep DiveResearch Deep Dive
Mid-Year Insurance Market Review 2025

Mid-Year Insurance Market Review 2025

The first half of 2025 has been a period of significant transition for the insurance industry, defined by both resilience in the face of economic complexity and acceleration in the adoption of transformative technologies.

MicrosurveyMicrosurvey
Insurance Leaders Warm to M&A

Insurance Leaders Warm to M&A

In our latest Insurance150 microsurvey, we asked executives across the industry a pivotal question: “How likely is your organization to pursue M&A in the next 24 months?”

Macro ViewMacro View
M2 Infinity and Beyond

M2 Infinity and Beyond

In August 2025, the U.S. money supply (M2) has officially reached an all-time high, climbing back to pre-disinflation levels following a brief contraction in 2022–2023.

Gaston Brizuela Bosio
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9x Growth by 2033: Telematics Will Reprice Your Book

9x Growth by 2033: Telematics Will Reprice Your Book

Telematics is shifting auto from proxy-based rating to behavior-led underwriting—embedded OEM data, app integrations, and real-time coaching are where margins get made.

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