Investments
Trapped ILS capital COVID issues largely postponed beyond renewal
Issues related to the potential for insurance-linked securities (ILS) collateral to be trapped, because of uncertainty over the COVID-19 pandemic and its potential losses for the insurance and reinsurance industry, have largely been postponed until after the January renewals. While numerous insurance-linked securities (ILS) fund managers have already prudently reserved against every position they deemed…
Read MoreInflation Is Here (Asset Price Inflation) Be Ready!
2020 is coming to an end, so what will be our worries in 2021 and beyond? I think we will worry about inflation a lot – nobody cares now as the focus is on vaccines and covid, but the money is being printed. We are already seeing asset price inflation and consumer price deflation, which […]
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Read MoreESG Funds Following A Best In Class Approach
ValueWalk’s Raul Panganiban interviews George Mussalli, Chief Investment Officer and Head of Equity Research at PanAgora Asset Management. In this part, George discusses how he quantifies for intangible assets, opportunities in acquiring beneficial alternative datasets, and his thoughts on ESG funds following a best in class approach. The following is a computer generated transcript and […]
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Read MoreIf Aon / WTW leads to divestitures, AJG seen as “best fit” for Willis Re: KBW
With the merger of insurance and reinsurance broking giants Aon and Willis Towers Watson (WTW) coming under increased scrutiny from regulators, analysts at KBW suggest that should reinsurance arm Willis Re have to be divested, AJG would be seen as the “best fit” to acquire the WTW unit. The European Commission (EC) announced in December…
Read More7 Dividend Increases Expected in January 2021
2021 is here with style! Man I cannot believe how quickly 2020 came and went. With another year of dividend investing behind us, we are all looking forward to the new year. Get ready to create some new memories, grow our passive income, and push ourselves one step closer to financial freedom. Each month, we…
Read MoreProperty cat reinsurance up 6%, retrocession up 13% at Jan renewal: Howden
Global risk-adjusted property catastrophe reinsurance rates-on-line rose by an estimated 6% at the January 2021 reinsurance renewals, according to analysis by Howden Broking. That’s the biggest year-over-year increase in property catastrophe reinsurance rates seen in more than a decade, the broking group arm of Hyperion explained. At the same time, Howden sees retrocessional reinsurance rates…
Read MoreCore Specialty picks ex-Spinnaker CUO Tyburski for fronted programs role
Core Specialty, the recently launched recapitalised an rebranded excess and surplus lines (E&S) specialist underwriter, has picked Adam Tyburski, previously CUO of Spinnaker, for a key role as Co-Head of Personal Lines Fronted Programs. Core Specialty was recently born after a $610 million recapitalisation of Starstone U.S. from private equity giants including Dragoneer, SkyKnight and…
Read MoreReinsurance resilient at “less onerous than feared” renewal: Willis Re
The resilience of the global reinsurance market “shone through” at the January 2021 renewals, which broker Willis Re says were less onerous than feared for ceding companies. Overall, global reinsurance capital recovered strongly in 2020 and a raft of capital raises and start-ups helped it to end the year up some 3%, according to the…
Read MoreRecord catastrophe bond year ends with busy Q4 2020: Report
Catastrophe bond issuance reached record levels in 2020 and the busy year was topped-off with a record fourth-quarter as well, as the market demonstrated its resilience and ability to expand its relevance even under ongoing pandemic conditions, according to the latest report and data from Artemis. Our latest quarterly report on the catastrophe bond and…
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