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Flip the Cap Episode 21: Global E&S Trends, Emerging Risks and 2026 Predictions

Nov 12, 2025

In the latest episode of Flip the Cap, Kathryn Smith sits down with special guest Oliver Pidgeon, Managing Director at Bowood (part of Howden Re), and Jencap’s commercial lines brokers, Jim Andreoli and Tony O’Donnell. They unpack how a global marketplace of syndicates prices risk with data and discipline, and how reinsurance acts as the “tide” moving U.S. rates and capacity. This insightful crew discusses key global trends and their impact on our domestic insurance marketplace, emerging risks in the E&S space, and they offer straight-talk E&S predictions for 2026. If you’re looking to better understand Lloyd’s of London and the current trends impacting the Excess and Surplus lines market, this episode is for you.

Episode Highlights Include:

  • How worldwide CAT activity and geopolitics flow through reinsurance to U.S. pricing, capacity, and coastal appetites
  • Emerging risks in the E&S marketplace
  • Rise of the MGA: shiny new capacity vs. hard-won stability
  • Predictions for the E&S market in 2026

🎧 Tune in now to our new season of Flip the Cap, the industry’s premier podcast that delivers insurance insights with a twist! 

 

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Kathryn Smith

Kathryn Smith

Jencap's Managing Director of Marketing, Kathryn Smith, has dedicated her entire career to the insurance industry. A diverse background equips Kathryn with a unique 360-degree perspective, having experienced the industry from all angles: agency, carrier, and wholesaler. She consistently produces award-winning marketing content and hosts the Jencap insurance podcast, "Flip the Cap."

Lloyd’s of London | Reinsurance | e&s market

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Flip the Cap Episode 21: Global E&S Trends, Emerging Risks and 2026 Predictions

Flip the Cap Episode 21: Global E&S Trends, Emerging Risks and 2026 Predictions

Nov 12, 2025

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