Investments
Ruffer Investment Company December 2020 Interim Report
Ruffer Investment Company investment manager’s period end review for the period ended December 31, 2020. Q4 2020 hedge fund letters, conferences and more Ruffer Investment Company posted a NAV return of 13.5% and a Share Price return of 17% for 2020. However, just as importantly, at the peak of the crisis in March we were […]
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Read MoreUncovering advisor conflicts that may compromise retirement plan effectiveness
There has long been an implicit understanding that conflicts of interest for plan advisors can compromise the effectiveness of a retirement plan. Original Article Posted at : https://www.accountingtoday.com/opinion/uncovering-advisor-conflicts-that-may-compromise-retirement-plan-effectiveness
Read MoreHudson Structured co-leads DealerPolicy $30m Series B funding
Hudson Structured Capital Management Ltd., the insurance-linked securities (ILS), reinsurance- and transportation- focused investment manager, has co-led another significant insurtech venture round, helping auto insurance marketplace DealerPolicy secure $30 million in funding. Hudson Structured Capital Management Ltd., which undertakes its re/insurance business as HSCM Bermuda (HSCM), led the funding round alongside 3L Capital. DealerPolicy, which…
Read More2021 Should See Improved Gold Demand
The World Gold Council recently published two interesting reports. Gold demand plunged in 2020, but 2021 should be positive for the yellow metal. Q4 2020 hedge fund letters, conferences and more Gold Demand Trends On Thursday (January 28), the WGC published its newest report about gold demand trends: Gold Demand Trends Full Year and Q4 […]
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Read MoreKKR deepens Global Atlantic’s “access to long-term strategic capital” – CEO
Insurance-linked synergies are rife in the just completed transaction that saw private equity and buyout giant KKR & Co. L.P. (or Kohlberg Kravis Roberts) acquiring life and retirement focused insurance and reinsurance firm Global Atlantic Financial Group. The pair announced the completion of the strategic transaction yesterday and Global Atlantic now becomes an independently operating…
Read MoreSilver Isn’t The Next GameStop
We’re Bullish On SLV Let’s get this out of the way, before we’re accused of being silver bears: we’ve been bullish on the iShares Silver Trust ETF (SLV) for months. Each trading day, we rank all the securities in our universe by our estimate of their potential returns over the next six months. We base […]
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Read MoreCoronavirus stimulus checks: Who qualifies for money in Republican Plan?
President Joe Biden wants to give stimulus checks of $1,400 to Americans. Republicans, on the other hand, in their counter offer proposed stimulus checks of $1,000. Moreover, the Republican proposed coronavirus stimulus checks would be very targeted, suggesting not as many would qualify for the money. Q4 2020 hedge fund letters, conferences and more Coronavirus […]
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Read MoreBitcoin – Consolidation Brings New Opportunities
Review Source: Messari December 31st, 2020 Q4 2020 hedge fund letters, conferences and more After a massive rally from the beginning of October, Bitcoin almost reached prices around US$20,000 on December 1st. Despite a heavily overbought situation, the bulls only needed a two-week breather. The successful breakout immediately caused a further acceleration, so that bitcoin […]
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Read MoreLife ILS increasingly relevant due to pandemic & regulatory/economic landscape: Luca Tres, Securis
The arrival of a global pandemic accelerated transformations already taking place across the re/insurance industry, which in turn has created an opportunity for certain insurance-linked securities (ILS) market participants to play a greater role, according to Luca Tres, Partner leading the global life origination and structuring efforts at Securis Investment Partners. In an exploration of…
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