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Andrew E. Andersen

Research Analyst at Jefferies LLC

Andrew E. Andersen is Vice President of Equity Research at Jefferies, specializing in non-life insurance sector coverage and delivering market-leading investment analysis for companies such as Allstate. With a proven track record, Andersen has achieved a 71.43% success rate and 7.07% average annual return on his stock recommendations, and recently set a $255 price target for Allstate. He started his finance career in 2014 as a Summer Financial Analyst at AIG, subsequently holding analyst roles at Goldman Sachs, before joining Jefferies in 2021 as Senior Associate and advancing to his current role in December 2022. His credentials include FINRA registration and securities licenses, anchored by an Accounting degree from Penn State University and recognized for outstanding equity research performance.

Andrew E. Andersen's questions to ARCH CAPITAL GROUP (ACGL) leadership

Question · Q3 2025

Andrew E. Andersen asked about Arch Capital's expectations for 1/1 property cat renewals, specifically regarding whether returns of around 20% are still achievable and how ILS (Insurance-Linked Securities) might influence return levels and industry capital.

Answer

Nicolas Papadopoulo (CEO) expressed bullishness on the cat side, liking the margins. He noted that while the market peaked in July 2024 and saw 5-10% price decreases in 2025, rates had doubled from 2021-2024, leaving the company in a good position. He anticipates continued demand and attractive margins despite expected rate pressure.

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