Investments
We don’t need to choose the economy over public health, nor the other way around
Already six months in the not-so-new COVID-19 pandemic of 2020, we are all obviously scared for our and our families’ lives, and our panic can get us to make some illogical conclusions about the way the world works. Unfortunately, our wrong assumptions turn into the societal request, heard by the government, and turned into a […]
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Read MoreGermany considers cat bonds to support pandemic risk fund: Reports
The insurance and reinsurance industry in Germany has reportedly come together to discuss and strategise the launching of a EUR 10 billion pandemic risk fund, to provide risk capital in the event of future pandemics, with insurance-linked securities (ILS) one of the funding avenues being explored, it has been reported. First reported by German newspaper…
Read MoreWalking a capital raising tightrope between glory & rate pressure
Capital top-ups, recapitalisation and fresh start-up capitalisation efforts are accelerating in insurance and reinsurance markets, as founders and investors look to make the most of the firming to hardening rate environment that is being seen widely across the sector. In some cases, these capital raising efforts are fully warranted, as there are re/insurers that require…
Read MoreFidelis’ new Herbie Re cat bond hits $125m at top-end pricing
The new Herbie Re Ltd. (Series 2020-1) catastrophe bond transaction that is sponsored by specialty insurance and reinsurance firm Fidelis Insurance Holdings Limited has successfully been upsized by the target 25% to reach $125 million of coverage for the company. At the same time, we’re told that the pricing has now been fixed at the…
Read MoreDavis Statement on Impact of Coronavirus on Elections
WASHINGTON – Committee on House Administration Ranking Member Rodney Davis (R-Ill.) today released this statement following a Subcommittee on Elections hearing titled, “The Impact Of Coronavirus On Voting Rights And Election Administration: Ensuring Safe And Fair Elections.” Q1 2020 hedge fund letters, conferences and more The Impact Of Coronavirus On Elections “Despite what we heard […]
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Read MoreThese cities have the highest unfunded pension liabilities
The crisis of unfunded pension liabilities has been impacting U.S. cities and states for years, and the problem is only getting worse as the years go by. In its recent “City Combined Taxpayer Burden Report,” Truth in Accounting looked at the most populous U.S. cities and where their unfunded pension liabilities stand. Q1 2020 hedge […]
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Read More5 Reasons The Value Stock Rally May Run Out Of Steam
5 Reasons The Value Stock Rally May Run Out Of Steam by Benzinga The SPDR S&P 500 ETF Trust SPY 4.45% has now rallied 37.3% since March 23, but there has been a subtle shift in market leadership in the past couple of weeks. Q1 2020 hedge fund letters, conferences and more Value stocks have […]
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Read MoreIs Your Portfolio Still Down More Than 10 Percent in the Coronavirus Market?
Is Your Portfolio Still Down More Than 10 Percent in the Coronavirus Market? Then Your Advisor Has Some Explaining to Do! Q1 2020 hedge fund letters, conferences and more Peter Mougey says you should never accept the “whole market is down” excuse from your advisor. He debunks some common misconceptions about what “the market” really […]
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Read MoreThe Bursting Of The Bankruptcy Bubble
Whitney Tilson’s email to investors discussing the bursting of the bankruptcy bubble; individuals roll the dice on stocks as veterans fret; ‘Floating petri dishes’ – why I’m bearish on the cruise lines. Q1 2020 hedge fund letters, conferences and more The Bursting Of The Bankruptcy Bubble 1) In Tuesday’s e-mail, I wrote: The bubble over […]
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