Investments
Returns of capital by ILS funds showed discipline: Halm, CCR Re
Market conditions and capital raising around the key January reinsurance renewals provided clear proof that investor interest in the insurance-linked securities (ILS) asset class remains real, according to Mathieu Halm, Head of Retrocession and Strategy at CCR Re. Perhaps more importantly though, the fact some of the capital raised was returned to investors, as opportunities…
Read MoreRenRe said cautious on Japan, optimistic on Florida reinsurance renewals
RenaissanceRe, the Bermuda headquartered reinsurer and third-party reinsurance capital manager, is said to have a cautious stance on rate prospects for the upcoming Japanese renewals at April 1st, but a more optimistic outlook for the Florida and mid-year renewals. Morgan Stanley’s analyst research team said that the reinsurance company predicts a modest increase in April’s…
Read MoreTunisia gets World Bank support to develop catastrophe insurance market
The North African country of Tunisia is to get World Bank support and funding to help it develop its catastrophe insurance market and cover people and assets against the impacts of disasters and climate-related events. Tunisia currently has a very low level of insurance penetration (around 2%) and so the World Bank, alongside the French…
Read MoreSlow Vaccine Distribution, Bulging Debt And Potential Commodities Destocking
Vaccine distribution between ‘Western’ allies and Chinese allies continues to decouple Q4 2020 hedge fund letters, conferences and more The inadequate distribution of vaccines will act as a ‘governor’ for economies to reach economic potential as tourism should be limited Chinese household debt has bulged from 20% in 2009 to just under 60% in 2020 […]
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Read MoreThe Growing Demand For Advanced Vehicle Batteries
RBC Testifies Before Bipartisan Senate Panel: Urges Congress to Support Closed-Loop Circular Economy for Next Generation of Vehicle Batteries Q4 2020 hedge fund letters, conferences and more Congressional Leaders Highlight Importance of Battery Recycling in Senate Energy and Natural Resources Committee Hearing The Growing Demand For Advanced Vehicle Batteries WASHINGTON: The Senate Energy and Natural […]
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Read MoreComments On Today’s Fed Meeting – BlueBay
The following are comments on today’s Fed meeting from David Riley, Chief Investment Strategist, BlueBay Asset Management (over $60 Billion USD in AUM). Q4 2020 hedge fund letters, conferences and more A Hotly Anticipated Fed Meeting Today’s meeting of the Fed’s monetary policy committee – the FOMC – was hotly anticipated by investors against the […]
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Read MoreTech Stocks To Outperform In 2021, Say Advisors
53% of advisors think tech stocks will outperform in 2021 94% say their clients have exposure to US tech shares 34% think there is a tech stock bubble 18% say tech shares will follow the same trajectory as the dot-com bubble 26% have recommended clients sell tech stocks Q4 2020 hedge fund letters, conferences and […]
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Read MoreTips For Figuring Out How To Pay For College
Tips for figuring out how to pay for college from CFP/CPA Howard Hook of NJ’s EKS Associates Q4 2020 hedge fund letters, conferences and more (Princeton, NJ, MAR 17, 2021) — Advancing one’s education often comes with a high price tag. Figuring out how to pay for college can be daunting. Today, private schools can […]
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Read MoreValley Forge Capital Management’s 10 Stock Portfolio: All 10 Holdings Analyzed
Updated on March 17th, 2021 by Nikolaos Sismanis Valley Forge Capital Management is one of the largest equity hedge fund managers in the mid-Atlantic region with more than $1 billion in assets under management, out of Wayne Pennsylvania. The fund runs a long-biased equity strategy and employs a rigorous, bottom-up fundamental approach to find the…
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