macrohint
Original + Objective Stock Analysis
The Big Idea: Insurance Is Getting Riskier—And That’s Good for ASIC
The modern insurance cycle has entered a structurally hard phase. Economic volatility, climate uncertainty, social inflation, and reinsurance scarcity have all pushed underwriting capacity out of standard (admitted) markets. That retreat has created a multi-year expansion opportunity for the excess and surplus (E&S) segment—where specialized underwriters like Ategrity Specialty Insurance Company Holdings (ASIC) thrive.
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