Gallagher Re secured $140m of reinsurance for Arch’s Bellemeade program in 2020

Global reinsurance broker Gallagher Re, part of the Gallagher group, successfully brokered $140 million of traditional mortgage reinsurance for Arch Capital during 2020, as part of the firms Bellemeade Re mortgage insurance-linked securities (ILS) program. Arch Mortgage Insurance sponsored the issuance of over $1.55 billion of Bellemeade Re mortgage insurance-linked notes in 2020, as it…

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QBE lifts cat reinsurance tower to $3.4bn, pays slightly more for it

Australia headquartered global insurance and reinsurance firm QBE has increased the top of its main catastrophe reinsurance tower to $3.4 billion, with the company saying its renewal came in at a premium rate increase of under 5%, but restructured things slightly to account for heightened catastrophe frequency. QBE said this morning that its January 2021…

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ILS outlook for 2021 positive, as yields move higher: Ruoff, Schroder Secquaero

The insurance-linked securities (ILS) market has entered 2021 with a positive outlook, as ILS investment yields have moved to some of the most attractive levels seen in almost a decade, according to Stephan Ruoff, Head of Schroder Secquaero. Following a number of years where ILS investment returns have been challenged by catastrophe losses, loss creep…

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Best of Artemis, week ending 10th January 2021

Here are the ten most popular news articles, week ending 10th January 2021, covering catastrophe bonds, ILS, reinsurance capital and related risk transfer topics. To ensure you never miss a thing subscribe to the weekly Artemis email newsletter updates or get our email alerts for every article we publish. Ten most read articles on Artemis.bm,…

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Worm Capital Up 274% In 2020: Q4 Letter

Worm Capital

Worm Capital, LLC letter to investors for the year ended December 2020, discussing portfolio diversification in a winner-take-all industrial dynamics. Q3 2020 hedge fund letters, conferences and more Dear Partners, In 2020, our long/short equity strategy returned 274.34% net of fees, and our long-only strategy1 returned 204.54% net of fees. This was compared to the […]

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The Idea Of Greenwashing And ESG PR Stunts

GND Greening Global Recovery

ValueWalk’s Raul Panganiban interviews George Mussalli, Chief Investment Officer and Head of Equity Research at PanAgora Asset Management. In this part, George discusses his portfolio management process, the idea of greenwashing, if ESG regulations will benefit investors and companies, and the changes happening with the transition to President Elect Biden’s administration. The following is a […]

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Biden Economic Team Must Center Small Business Needs

Biden Economic Team Biden Election Victory stimulus Biden administration Immigration Biden Tax Fairness Senator Scott Conservation Reserve Program Economic Mess Biden Blue Wave Decline outcome for the economy election prediction trump biden prediction Presidency

Biden economic team nominees must center small business needs in this crisis, and beyond Q3 2020 hedge fund letters, conferences and more Biden Economic Team Nominees To Tackle The Most Trying Economic Crises On the announcement of Biden’s economic team nominations, Main Street Alliance Government Affairs Director Didier Trinh had this to say: “Main Street […]

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Mafia Monetary Policy – MMT Is Actually MMP

Mafia Monetary Policy

It turns out that Modern Monetary Theory (MMT) is actually Mafia Monetary Policy (MMP). Q3 2020 hedge fund letters, conferences and more Mafia Monetary Policy (MMP) Controlling money flows Patriot Act – Partner with the banks FATCA – Partner with the banks Controlling information flow and access Partner with Big Tech Fighting to maintain dominance […]

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