Todd will be speaking at Insurance Investor Live | North America 2025, in New York on December 3 & 4. To find out more information, click here.
Andrew Putwain: Let’s break this topic down – when it comes to strategic asset allocation, what are the current macro trends you’re seeing in the market?
Todd Campbell: We're seeing a dynamic market in our core space, which is mid-market commercial construction in the US.
We have an emerging specialty business, so the macro trends we're seeing are a slowdown in the home building space, which is what we historically have grown on.
Our high-end builders are mostly remodellers, and we're not seeing nearly the level of slowdown that we are in the standard home building market. There is caution, but we're not as impacted by tariffs per se as some of our larger brethren, but we are impacted by folks becoming cautious.
Please Login or
Register for a free account to view this content. Benefits of registering include:
Receive weekly Insurance Investor newsletter containing the latest articles and news
Hear about latest industry developments and industry analysis first, and be informed ahead of the rest of the market
Access exclusive invitations to Insurance Investor industry events in your local region, and meet with peers to network around research-led content programs
