Investments
Larry Kudlow Weighs In On The November Jobs Report
First on CNBC: CNBC Transcript: National Economic Council Director Larry Kudlow Speaks with CNBC’s “Squawk on the Street” today on the November jobs report. Q3 2020 hedge fund letters, conferences and more White House Economic Advisor Larry Kudlow Weighs In On The November Jobs Report CARL QUINTANILLA: The director of the National Economic […]
The post Larry Kudlow Weighs In On The November Jobs Report appeared first on ValueWalk.
Read MoreWould you take $1,500 stimulus check in exchange for coronavirus vaccine?
Another round of stimulus checks looks very unlikely as the government is now preparing to get the vaccine out to people. However, if a new idea is anything to go by, then Americans could get $1,500 in coronavirus stimulus checks in exchange for taking the COVID-19 vaccine. Q3 2020 hedge fund letters, conferences and more […]
The post Would you take $1,500 stimulus check in exchange for coronavirus vaccine? appeared first on ValueWalk.
Read MoreBoeing takes order for more 737 MAX jets after return to service
Boeing stock is rallying after the company said it sold 75 more 737 MAX jets to Ryanair. The aircraft is set to return to regular service by the end of the year, finally bringing an end to a long-running struggle for Boeing. Q3 2020 hedge fund letters, conferences and more The timing couldn’t be better […]
The post Boeing takes order for more 737 MAX jets after return to service appeared first on ValueWalk.
Read MorePicking Winners In The Current Market Environment
Adding A New Source Of Alpha We added a new source of alpha to our security selection process at the end of May, one that put Tesla (TSLA) and other winners in our top ten names. Here, I explain what it is, and how to find it. Let’s begin by looking at our top ten […]
The post Picking Winners In The Current Market Environment appeared first on ValueWalk.
Read MoreHudson Structured’s reinsurance & ILS assets surpass $2.6bn
Hudson Structured Capital Management Ltd., the insurance-linked securities (ILS), reinsurance- and transportation- focused investment manager, has increased its reinsurance and ILS AuM by roughly 30% in 2020 so far, lifting it to more than $2.6 billion at December 1st. Firm-wide, including the transportation related investments strategy managed by Hudson Structured, commitments and assets under management…
Read MoreCatastrophe bond spreads back at their highest since 2012/13
Artemis’ data on the catastrophe bond market shows that excess spreads, so the return available above expected loss, of new issuance so far in 2020 is now back at levels last seen in 2012/13. The market for catastrophe bonds and related insurance-linked securities (ILS) has already broken records in 2020, with more set to fall.…
Read MoreCapital markets use to increase, as US P&C carriers look for capacity: KBRA
Use of the capital markets and insurance-linked securities (ILS) solutions to source reinsurance capacity may increase in the wake of 2020, as property and casualty insurers in the United States come to terms with another expensive year on the severe weather and catastrophe front, Kroll Bond Rating Agency (KBRA) believes. Not only has the U.S.…
Read MoreJan 2021 renewals to be lengthier & more complex: Guy Carpenter
The upcoming January 2021 reinsurance renewals are expected to be lengthier and more complex, as a range of factors play into negotiations, according to reinsurance broker Guy Carpenter. While new capital is entering the market, rates are increasing and on the investment side asset values have recovered to a degree, the expectation is that uncertainty…
Read MoreForeman takes up retrocession broking lead role at Lockton Re
Well-known London market retrocession focused broker Matt Foreman has now joined Lockton Re as its new Head of the Non Marine Retrocession and Property Specialty Division. Lockton Re, the reinsurance broking arm of the privately held and independent intermediary, hired Foreman as the company starts to build-out a new retro practice, as this publication previously…
Read More