Investments
Jutta Kath to depart Schroder Secquaero
We understand that Head of Transaction Management Jutta Kath is to retire early from her position at Schroder Secquaero, the specialist insurance-linked securities (ILS) manager and part of global asset manager Schroders. The departure comes in the midst of preparations for a switch in senior management at the company, as current Deputy Head of Schroder…
Read MoreCatastrophe exposed US property rates rise fastest in Q2: MarketScout
While commercial and personal property insurance rates rose broadly in the second-quarter of 2020, it is the catastrophe exposed regions and segments of the business that are rising fastest, according to MarketScout. There remains a capacity related trend to some of the price rises, as insurers continue to pull-back or restrict capacity in certain of…
Read MoreReinsurance moves up to 20% at July renewal. January to be fragmented: Hyperion
At the July 1st reinsurance renewals rates were seen to improve by as much as 20% according to Hyperion X, a little behind the average 26.2% rate improvements seen by the company at the June 1st renewals. Data from Hyperion X Analytics, a data analytics focused unit of the global Hyperion Insurance Group holding company…
Read MoreCDB & Canada to fund CCRIF premiums for nine Caribbean countries
The Caribbean Development Bank (CDB) and Government of Canada have partnered to fund the CCRIF parametric insurance premiums of nine Caribbean countries, enabling them to continue with coverage despite the fiscal impacts from the Covid-19 pandemic. Canada is financing a new CAD$20 million fund to support the premium needs of the countries, the Canada-CARICOM Climate…
Read MoreError-Ridden PPP Data Show Taxpayer Funds Funneled to the Wealthy & Well-Connected
Yesterday, the Trump administration released a limited collection of data about recipients of Paycheck Protection Program (PPP) assistance. The program has been rampantly mismanaged from the start, allowing big businesses and publicly-traded companies to exploit the program with little transparency or oversight. The data released yesterday has been riddled with errors, raising questions about the […]
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Read MoreLogica Capital June 2020 Commentary: The Circus
Logica Capital commentary for the month ended June 2020, titled, “Is That All There Is?” discussing the performance of their anti-momentum portfolio (LFB). Q2 2020 hedge fund letters, conferences and more Logica Absolute Return – Up/Down Convexity – No Correlation Logica Tail Risk – Max Downside Convexity – Negative Correlation June 2020 Performance Logica Absolute Return […]
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Read MoreACR 2Q20 Commentary: The Bubble in the Crash
Alpine Capital Research commentary for the second quarter ended June 2020, titled, “The Bubble in the Crash.” Q2 2020 hedge fund letters, conferences and more Today’s market has required us to navigate a narrow strait between dangerously high equity prices and Great Lockdown capital impairments. We believe valuation risk is near all-time highs with the […]
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Read MoreMexican President AMLO Prepares To Visit United States
MEXICO CITY — President Andres Manuel Lopez Obrador (AMLO) has never left Mexico once in the 19 months he has been in office. Now, he’s traveling to Washington, to greet President Trump. Q2 2020 hedge fund letters, conferences and more Gladys McCormick, an Assistant Professor of History in Syracuse University’s Maxwell School of Citizenship and […]
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Read MoreAsset managers got SBA PPP loans, but did they need them?
The Small Business Association’s (SBA)’s Payroll Protection Program (PPP) handed out loans to small businesses, but it isn’t just small businesses getting the loans. Criticism of the program continues as officials released details on hundreds of thousands of businesses that received PPP loans from the SBA, many of which will be forgivable. Q2 2020 hedge […]
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