CreditSights logo
Forgot Password?


AIG is a leading global insurance organization serving customers in more than 100 countries and jurisdictions. AIG companies serve commercial, institutional and individual customers through one of the most extensive worldwide property-casualty networks of any insurer. The firm operates through three segments: General Insurance, Life and Retirement, and Legacy Portfolio. The General Insurance segment, which primarily consists of the company's P&C operations contains two sub-segments: North America and International. The Life and Retirement segment is split into four sub-segments; Individual Retirement, Group Retirement, Life Insurance, Institutional Markets. (11 Sep 2018)

Search Results

Excerpts only. To access full content please login or request a free trial.


U.S. P&C Insurance: CreditSights ESG Scores

Sector Analysis: 18 Dec 2018, 4:48 AM ET - We are following up on the formal launch of the CreditSights ESG investment framework with an in-depth look at ESG issues in the U.S. P&C Insurance sector.

Transcript: US Insurers & The Rate Environment

Transcript: 04 Dec 2018, 9:15 PM ET - This note provides the slides and transcript for the U.S. insurance presentation given at the CreditSights IG and Crossover conference on December 4, 2018. A download link to the slides is provided in the note.

Euro Financial Movers: Stressing The Positives

Euro Financial Movers: 02 Dec 2018, 10:07 PM ET - The Bank of England's stress test results, more money laundering problems for Danske Bank and Deutsche Bank, HSH Nordbank's Tier 1 termination, Axa's deleveraging, and the effect of S&P's rating methodology change on insurance hybrids.

U.S. Insurance: $11+bn in Total GE Exposure

Sector Analysis: 26 Nov 2018, 5:14 AM ET - In this note we highlight U.S. insurer exposure to GE. AIG, State Farm, GE’s own insurance operation, Aegon, Lincoln Financial, Aflac, and Prudential are all in the top-10.

Transcript: How will IFRS 17 & 9 Affect Insurers?

Transcript: 20 Nov 2018, 9:16 PM ET - Together with our guest speaker, Mr Darrel Scott - IASB Board Member, we present the takeaways of IFRS 17 & 9 and discuss their consequences on the financial analysis of insurers. The audio link will allow you to listen the webinar.

U.S. P&C Insurance: 3Q18 Earnings Recap

Sector Analysis: 19 Nov 2018, 10:15 PM ET - We provide a recap of U.S. P&C Insurer third quarter earnings reports and highlight certain trends and topics that emerged.

Webinar: How will IFRS 17 & 9 Affect Insurers?

Announcement: 19 Nov 2018, 9:44 PM ET - CreditSights European insurance sector analysts, Philippe Picagne and Raymond Tam, and guest speaker Mr Darrel Scott, IASB Board Member, will be hosting a webinar on IFRS 17 & 9, today at 3pm GMT.

U.S. Life Insurance: 3Q18 Earnings Recap

Sector Analysis: 19 Nov 2018, 5:36 AM ET - We provide a recap of U.S. Life Insurer third quarter earnings reports and highlight certain trends and topics that emerged.

PRU 3Q18: Good Enough Quarter, Spreads Tight

Earnings Note: 08 Nov 2018, 12:56 PM ET - Prudential posted $1.3 bn in operating income this quarter, up 2% YoY, though this was largely due to the benefits of corporate tax reform. We maintain our U/P on PRU given trading levels, but note that it is a strong defensive name.

U.S. Life Insurance: Application Activity Dips

Worth Watching: 08 Nov 2018, 11:55 AM ET - U.S. Life Insurance: The MIB Index estimates that individual life insurance application activity was down 2.8% in October 2018 as compared to the prior year period. In October 2018, application activity showed a divergence between the 0-44 age ..

Axa: 9M18 Mixed Activity Indicators

Earnings Note: 06 Nov 2018, 10:08 PM ET - Axa released mixed activity indicators for the first nine months of 2018. XL was acquired on 12 September 2018 but will be fully consolidated from 1 October 2018. Nat cat claims are relatively minor at group level.

BHF 3Q18: Sales and Earnings Top Expectations

Earnings Note: 06 Nov 2018, 9:55 AM ET - BHF put together its best quarter yet with adjusted earnings of $270 mn and strong sales of both its flagship Shield product and new fixed annuity offerings. We maintain our O/P recommendation on BHF’s 3.7% 2027s.

MetLife 3Q18: U.S. Business Surges, LTC Update

Earnings Note: 02 Nov 2018, 10:45 AM ET - MetLife reported 3Q18 earnings of $1.4 bn as U.S. business profitability got even stronger. The company did incur costs associated with actuarial reviews for Asia and EMEA business, but LTC is on solid footing at least for the time being.

AIG 3Q18: CATs but no “Red Flags” for Reserves

Earnings Note: 01 Nov 2018, 10:06 AM ET - AIG posted significant losses in the wake of a tough catastrophe season in the Japan and the United States. The bigger issue for spread performance for AIG will be reserve stability and underwriting performance in the fourth quarter.

Hartford 3Q18: Real Progress in Personal Lines

Earnings Note: 26 Oct 2018, 11:01 AM ET - We maintain our Outperform recommendation on HIG as the insurer posted gains of $418 mn in 3Q18. The company’s Commercial Lines performance remains strong, though middle market had a hiccup, while Personal Lines shows signs of progress.

Global Insurance Rendez-Vous: Fiduciary Rule Redux

Global Insurance Rendez-Vous: 24 Oct 2018, 10:07 PM ET - The DOL and the SEC are revisiting the fiduciary rule in the near future. The initial version of the rule, produced under the Obama administration, caused significant headaches for insurers and a significant decline in annuity sales.

Chubb 3Q18: Brushes Away Hurricane Losses

Earnings Note: 24 Oct 2018, 10:48 AM ET - Chubb brushed aside what has been a tough operating environment for some other P&C insurers given elevated catastrophe losses and posted operating earnings of more than $1.1 bn. We maintain our O/P recommendation on this defensive name.

AIG: Pummeled by Typhoons and Hurricanes

Worth Watching: 18 Oct 2018, 11:37 PM ET - AIG expects to announce 3Q18 pre-tax catastrophe losses of $1.5 - $1.7 bn, net of reinsurance. According to AIG, the losses are largely associated with the company's Japan portfolio, where Typhoons Jebi and Trami caused AIG to estimate between ..

Allstate: 3Q18 CAT Losses Will Wipe Earnings

Worth Watching: 18 Oct 2018, 1:41 PM ET - Allstate estimates that it will pay out $177 mn in pre-tax catastrophe claims in September 2018 ($140 mn after-tax). According to the insurer, CAT losses during the month comprised of 13 events at a total cost of $145 mn pre-tax, with the remai ..

Travelers 3Q18: Great Start to P&C Earnings

Earnings Note: 18 Oct 2018, 12:33 PM ET - Travelers reported a strong third quarter earnings report and earned $687 mn. CAT losses were modest, which bodes well for future P&C insurance earnings reports.

Request A Free Trial

CreditSights offers free trials to individuals in qualified institutions.

Sign up now >>


Refine Results