Quota share & ILW use rises in Bermuda, ILS use flat

The latest catastrophe risk and stress testing analysis by the Bermuda Monetary Authority (BMA) of its property and casualty insurance and reinsurance market shows up some interesting trends in the use of specific types of hedging, reinsurance and retrocession arrangements. Having surveyed its marketplace based on 2019 data, the results show that the mix of…

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Hudson Structured behind $200m target re/insurance SPAC Kairos

Hudson Structured Capital Management Ltd. has entered the Special Purpose Acquisition Company, or SPAC marketplace, with a new insurance, reinsurance and insurtech focused company named Kairos Acquisition Corp. that will target raising $200 million or more in its initial public offering (IPO). It’s no surprise to see Hudson Structured Capital Management, the Michael Millette founded transportation,…

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Arch completes fourth Bellemeade mortgage ILS of 2020 at $321m

Arch Capital Group Ltd., the Bermuda headquartered specialty insurance and reinsurance firm, has now completed its fourth mortgage insurance-linked securities (ILS) issuance of 2020, closing the Bellemeade Re 2020-4 Ltd.  issuance at $321 million in size. Arch Capital returned to the capital markets for a fourth Bellemeade Re mortgage insurance-linked securities (ILS) issuance of 2020…

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Stunning Valuations Trade Desk, Peloton

Trade Desk, Peloton

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed stunning valuations Trade Desk Inc (NASDAQ:TTD), Peloton Interactive Inc (NASDAQ:PTON). Here’s an excerpt from the episode: Q3 2020 hedge fund letters, conferences and more Stunning Valuations Trade Desk, Peloton Tobias: I went through some of the names that people have […]

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Top 7 Dividend Champions To Buy Now | 2020 Dividend Champions List

Published on December 23rd, 2020 by Bob Ciura Income investors are always on the hunt for high-quality dividend stocks. There are many ways to measure high-quality stocks. One way for investors to find great dividend stocks is to focus on those with the longest histories of raising dividends. Investors are likely familiar with the Dividend…

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Will NIO Limited Ever Pay A Dividend?

Published on December 22nd, 2020 by Aristofanis Papadatos NIO Limited (NIO), the Chinese manufacturer of electric vehicles, has undoubtedly attracted the focus of investors this year. Despite the impact of the pandemic on the automotive industry, NIO stock has rallied more than 1200% this year, from $3.72 to $49 a share. The impressive rally has…

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Brazil formalises ILS and special purpose reinsurance vehicle rules

Brazil has now published its awaited rules on insurance-linked securities (ILS) issuance and special purpose reinsurance vehicles, which are due to come into force from January 4th 2021 bringing domestic ILS capabilities to its marketplace. As we’ve documented previously, the insurance and reinsurance market regulator, the Superintendência de Seguros Privados (Susep), had been seeing feedback…

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