Investments
UK court substantially upholds pandemic business interruption judgement
The UK Supreme Court has found largely in favour of insurance policyholders in the Financial Conduct Authority’s (FCA)’s business interruption insurance test case appeals. This judgement means some insurance firms will end up on the hook for many more business interruption claims from the COVID-19 pandemic than they had been hoping to face. The decision…
Read MoreBusiness interruption test case, COVID wave lockdowns & reinsurance exposure
Reinsurance and also retrocessional exposure to the COVID-19 pandemic may rise if the final judgement in the UK Financial Conduct Authority’s (FCA)’s business interruption insurance test case goes against the industry. But that’s not the only current threat, we understand, as new waves from the pandemic are also likely to test contract terms and have…
Read MoreCatastrophe bonds “gained in importance” in 2020, says Fitch
Catastrophe bonds became more important for the reinsurance market in 2020, as the record year of issuance saw use of the cat bond as a reinsurance or retrocession risk transfer tool increase, Fitch Ratings has said. While alternative capital levels remained relatively flat overall through 2020 it seems, the catastrophe bond market was one area…
Read MoreCan You Rid Yourself Of 2020’s Financial Stress As We Head Into 2021?
2020 has been a tough year for nearly everyone, and that may be especially true for retirees and those nearing retirement who suddenly are worried about whether their careful planning and years of saving could be upended by events beyond their control. Q3 2020 hedge fund letters, conferences and more After all, retirement is supposed […]
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Read MoreSage Tactical ETF Strategies 4Q20 Market Review & Outlook
Sage Advisory Services market review for the fourth quarter ended December 2020, discussing what contributed to and detracted from performance for the Sage Tactical ETF Strategies. Q3 2020 hedge fund letters, conferences and more Sage Tactical ETF Strategies: Equity Allocation What Helped: U.S. Small Cap U.S. Cyclical Industries International Equities U.S. Value What Hurt: None […]
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Read MoreSilver Ring Value Partners 4Q20 Letter: long Mednax
Silver Ring Value Partners letter to investors for the fourth quarter ended December 31, 2020. Q3 2020 hedge fund letters, conferences and more Dear Partners: Happy New Year! I hope that you are staying healthy and safe. 2020 was a good year for the partnership, even though it was a hard year for all of […]
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Read MoreWhy is Now the Time to Buy Gold with Bitcoin?
Last week, the Bitcoin price rose 40%, which helped push the cryptos market past the $1 trillion market cap. Within the past 12 months, Bitcoin surged about 400%. Social Capital’s Chamath Palihapitiya indicated that Bitcoin could reach $100,000 and further over the course of the next 5-10 years. Because of this success, crypto investors should […]
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Read MoreMPE Capital 2020 Full-Year Letter: The Importance Of Sell Discipline
MPE Capital letter to investors for the year ended December 31, 2020. Q3 2020 hedge fund letters, conferences and more MPE Capital Performance For the year ended December 31st, 2020, MPE Capital generated net returns of 25.1% for nonqualified clients and 23.5% for qualified clients. For comparison, the S&P 500 TR gained 18.4% during that […]
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Read MoreOnline Gambling Stocks Versus Land-Based Casino Stocks In 2021
When the COVID-19 pandemic hit, land-based casinos were hit hard. Many states forced them to shut down to slow the spread of the coronavirus. However, that move greatly benefited online gambling companies as people who usually gamble in brick-and-mortar casinos turned to cyberspace to get their fix. Q3 2020 hedge fund letters, conferences and more […]
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