Capacity gaps drive new insurance structures
Company is able to return a whopping sum to shareholders
Capital allocation and structural changes sit behind a 25% surge
Regulatory filing shows new shareholder position
It all hinges on the number - with weaker upside at higher price levels
Shareholders told to take no action after proposal to create global powerhouse
Confidence gaps expose hidden risk
Past takeover interest sharpened focus on execution risk
A broker playbook for spotting water exposures
