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Peter mentioned that non-fixed income -- investment income is more volatile, but growing faster than the fixed income
2 consecutive quarters in North America Personal with really solid top line growth and declining administrative expenses
how sensitive your large domestic accounts are to social inflation in terms of the coverage that they're looking for
outside that social inflation is running rampant and is a risk of tariffs, which all else equal, I guess
one potential impact of tariffs is that there's less demand for crops, and thinking of soybeans going to China
There was a little bit of an uptick in administrative expenses in North America commercial
how you're thinking about catastrophe reinsurance for 2026
where you talked about the ambitions for the Global Specialty and Wholesale -- or Global Wholesale and Specialty unit
hoping you can describe your openness to additional retroactive reinsurance transactions for the future other segment
I was hoping you can get a sense as to what the cat load is for the specialty business, whether 2025 or 2026?
Is there any way of ballparking what that ultimately means in terms of capital liberation?
can you talk about, I guess, the books exposure to deflation outside of the United States
is it reasonable to assume that unless there's some sort of inflection in loss trends that this sort of reserve release
I wanted to ask a quick question about tariffs because I think you mentioned the ability to respond
Is there any way of sort of ballparking how much of the increase in demand is at the lower layers
are you maintaining, I guess, full run rate expenses in anticipation of eventual profitability?
what, on the outside, we can expect in terms of Insurance segment loss ratio progress
When you have more competitors looking to grow, does the cost per unit of advertising go up?
Should there be any impact on a seasonal basis? In other words, is there any pressure on first-quarter combined
are you comfortable growing the more capstone state policy counts in line with the overall book
is there really a disentangling the how much of a property premium decline in BI is from nonrenewed business
Michael talked about, I guess, book rolls in personal lines. Does that involve any changes to agency commissions?
How confident are you that there's no maybe telematics related adverse selection if you're growing a new business
for the lines of business are seeing softening now, whether it's moving faster than it had in the past
is there any reason to switch the book more towards six-month policies because we keep on seeing these fluctuations
reevaluating recent accident years suggests less of a need to push for rate.
Has your overall view of casualty loss trends changed over the past 3 to 6 months?
When you look at California workers' compensation market, is that a good proxy or a leading indicator
If I can go back to the specialty workers' compensation driving the growth
is the loss trend in those situations, is that getting worse, or is it just something that you're talking about