We dive deep into our sectors. Our research drives our insights and thesis-driven approach.

As inflation appears to be coming down to earth, this post examines why insurance rates continue to rise despite lower CPI in other sectors, and what it might mean going forward.

At Equal, we love to “follow the money” within retail. Today, we’re excited to showcase a massive segment that is severely underserved by technology solutions and services - Consumer Packaged Goods (CPG), which includes food & beverage (F&B), household supplies, personal care, health & wellness, pet, and baby - totalling almost $2T in spend in 2022.

Recently, I have been thinking a lot about the value of habit forming. I’m reading “Clear Thinking” by Shane Parish (highly recommend) and thinking about the positive and negative habits I’ve formed within my own routines. Similarly, I’m thinking about the habits of our team at Equal (especially given the new hires we brought on as we launched Fund 2) and those of our founders.

You’ve probably heard the saying, “the whole is greater than the sum of its parts,” a concept often credited to Aristotle. The idea is that a well-coordinated team can achieve more collectively than the individual contributions of its members.

The Equal Ventures Insurance Index is a quarterly summary of public equity performance in P&C insurance. This post provides an overview of performance of indices of legacy and insurtech companies in Q2 2024, highlighting themes, catalysts, and trends in the insurance sector.