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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.

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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.

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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.

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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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