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Monetary Policy at a Crossroads: Rates, Credibility, and the Fed’s Expanding Power

Monetary Policy at a Crossroads: Rates, Credibility, and the Fed’s Expanding Power

The Federal Reserve’s latest decision to leave the federal funds rate unchanged—within a target range of 3.5% to 3.75%—was widely anticipated.

Gaston Brizuela Bosio
Research Deep DiveResearch Deep Dive
Insurance Investment Priorities for 2026

Insurance Investment Priorities for 2026

How Capital Pressure, ROI Discipline, and Execution Risk Are Reshaping Where Insurers Spend Next

Weekly Round UpWeekly Round Up
41.6% AI Adoption, Tech-Led Broker M&A, and a $300B Macro Warning

41.6% AI Adoption, Tech-Led Broker M&A, and a $300B Macro Warning

Automated underwriting leads AI adoption and WTW acquires Newfront, while rising tail risk threatens $300B in assets.

Macro ViewMacro View
Shifting Ground Beneath the Calm

Shifting Ground Beneath the Calm

The surface of global financial markets looks deceptively smooth.

Gaston Brizuela Bosio
MicrosurveyMicrosurvey
Capital and Risk Priorities Are Reordering Insurer Portfolios

Capital and Risk Priorities Are Reordering Insurer Portfolios

Our proprietary micro survey results point to a market where portfolio reshaping is being driven less by narrative and more by capital discipline and risk pragmatism, with notable differences by seniority.

Long Form ArticleLong Form Article
Premium Growth Enters Its Selective Era

Premium Growth Enters Its Selective Era

As insurers stare down a future defined by volatility, the path to premium growth is narrowing—but not disappearing.

Weekly Round UpWeekly Round Up
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
Weekly Round UpWeekly Round Up
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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