High cat bond yields not the new-normal: John Seo, Fermat

Elevated catastrophe bond yields that are a result of investor demand for higher returns following heavy loss years and Covid-19-induced market disruption, “cannot be called the new normal,” according to John Seo of Fermat Capital Management, LLC. Prior to the pandemic, insurance-linked securities (ILS) investors and funds were already demanding higher returns after a spate…

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What will be included in the phase 4 Coronavirus stimulus package?

stimulus phase 4

We’re starting to get a better picture of what might be in the phase 4 stimulus package, and what’s being talked about doesn’t include a second check, unfortunately. However, that doesn’t necessarily mean a second round of IRS stimulus checks won’t be tacked onto the main bill. The White House has reportedly been discussing the […]

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Lessons From The First Tech Bubble Show The Need for New Strategies

first tech bubble

A great company doesn’t necessarily mean a great stock.  This is worth remembering in an environment where valuations are near record levels.  The first tech bubble between 1995 and 2000 is especially instructive for today’s environment, where a small group of rapidly growing tech companies has driven the market higher.   Even investors who expect strong […]

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