Investments
Global Dealmakers Optimistic As M&A Market Shows Signs of Recovery
Global Dealmakers Optimistic About 2H As M&A Market Shows Signs of Recovery Q2 2020 hedge fund letters, conferences and more Positive Outlook and Consumer Confidence Driving Market Uptick, Though Restructuring Is Also Expected to Dominate Activity Due Diligence Tech Remains Key to Completing Deals Remotely Optimism For The M&A Market Recovery MINNEAPOLIS, Minn. – August […]
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Read MoreDividend Stock Watch List: Lanny’s September 2020 Edition
As investors, there are always opportunities out there. The stock market continues the trajectory upwards, making the journey to financial freedom by using dividend income as a passive income source, a little more difficult. I still will say – there is nothing better than dividend income, no matter what time of the year! That’s what…
Read MoreDo Compounding Returns On Pretend Stock Price Gains Produce Real Value?
Buy-and-Holders believe that stock price gains are caused by economic developments. That means that those gains have substance, that they have real and lasting value and can be relied on to finance a retirement. Q2 2020 hedge fund letters, conferences and more What Causes Stock Price Gains? Valuation-Informed Indexers believe that some stock price gains […]
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Read MoreILS capital down 2.7% in H1. COVID uncertainty to affect capital raising: GC
According to reinsurance broker Guy Carpenter the amount of alternative capital in the market, across insurance-linked securities (ILS) funds, collateralised reinsurance structures and catastrophe bonds, shrank by approximately 2.7% in the first-half of this year. Overall, Guy Carpenter and rating agency A.M. Best estimate that global reinsurance capital rose by 1% in the first-half of…
Read MoreCATCo warns re/insurers’ sale of PG&E claims may reduce subrogation recovery
The fact that insurance and reinsurance companies sold California wildfire related claims to third-parties may ultimately reduce the amount of subrogation recoveries that flow back to reinsurance and retrocessional interests, it appears. This morning, in an interim financial report for the in run-off CATCo Reinsurance Opportunities Fund, the listed retrocessional reinsurance focused investment fund operated…
Read MoreIndustry losses point to “ever-stronger 2021 reinsurance rate increases” – KBW
Analysts at KBW have warned that rising losses facing the insurance industry through 2020, with the threat of hurricanes increasing as we move towards peak season and the COVID-19 pandemic hanging over the sector, point to “ever-stronger 2021 reinsurance rate increases” suggesting the 2021 renewals are set for some significant increases again. Rising losses and…
Read MoreCalifornia wildfires continue their destruction, but slightly better contained
Wildfires burning across the state of California continue to destroy land and property in the last 24 hours, but the containment of some of the most threatening blazes has increased a little for now after fire weather conditions proved not as impactful as expected yesterday. Yesterday was a better day than expected for the fire…
Read MoreHurricane Laura to form today, models dispute strength by landfall
Hurricane Laura is forecast to form later today after having successfully navigated the length of Bermuda and the Caribbean and emerged over the Gulf of Mexico where there is plenty of fuel for Laura to intensify further, although models dispute how strong a hurricane it could become. Yesterdays’ double strong tropical storm or hurricane threat…
Read MoreMarket Efficiency?
With the stock prices rising so dramatically for many companies on apparently so little news, we academics take a lot of kidding about the efficient market hypothesis which says that the market price of a stock fairly reflects fundamental information about the company. Just what fundamental information is the market reflecting? In our defense, it […]
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