Financial
It’s the Irrationality of Mispricing That Makes Long-Term Returns So Predictable
The Buy-and-Holders see me as their enemy. I advocate market timing. They hate it. So they see me as someone who views their ideas on how stock investing works as misguided. Q3 2020 hedge fund letters, conferences and more The reality is that I believe that the vast majority of the work done by the […]
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Read MoreMunich Re expects rate hardening to persist “despite alternative capital”
Global reinsurance giant Munich Re laid out ambitious plans for continued growth in property and casualty reinsurance, saying that it expects rate hardening will continue for at least a couple of years, “despite alternative capital” which the company clearly sees as a threat to market fundamentals. It’s interesting, given the wholesale embrace of alternative capital…
Read MoreUS commercial property pricing accelerated again in Q3 2020: WTW
The commercial insurance marketplace in the United States continued to harden during the third-quarter of the year, with the latest analysis from broker Willis Towers Watson stating that property rates continued to accelerate during the period. Insurance and reinsurance broker Willis Towers Watson said that its latest survey of commercial lines pricing shows a near…
Read MoreArch Capital sees ILS platform as key growth lever for reinsurance
During its investor day yesterday, senior executives from Arch Capital, the Bermuda headquartered specialty insurance and reinsurance group, explained that third-party sources of capital and its insurance-linked securities (ILS) platform are key to future growth opportunities. Arch put forwards its Capital Partners operations as an area it intends to expand on yesterday, alongside other third-party…
Read MoreHong Kong’s Carrie Lam highlights ILS resilience through pandemic as opportunity
Carrie Lam, Chief Executive of the Government of Hong Kong, has highlighted catastrophe bond market growth in 2020 and a buoyant outlook for insurance-linked securities (ILS) as an opportunity for the Special Administrative Region as it moves towards enabling issuance of new ILS securities. The Hong Kong Special Administrative Region (HK SAR) of the People’s…
Read MoreCracking Climate Change Announcement By BoE Takes The Piss
Cracking climate change announcement by BoE takes the piss, shows the way Narky central bank can’t be arsed to stop global doom Q3 2020 hedge fund letters, conferences and more BoE Addresses The Climate Change Crisis LONDON — Early this morning, journalists received a miraculous press release from the Bank of England, Britain’s central bank, […]
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Read MoreIs Your Retirement Portfolio Toxic? Too Much Amazon or Bonds?
Review your retirement accounts today and be astonished on how passive your investment strategy has become. Over the years, most brokers and investment managers have completely abdicated responsibility for their accounts by buying ETFs representing every investment in the world and then have made no changes in those allocations. That is infinite diversification! Q3 2020 […]
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Read MoreVirtuous Circle – How to Make Flying Cars
Ever heard of the virtuous circle in equity financing? A new startup, let’s call it the Wright Motors Company, has big big dreams. They want to make personal electric flying vehicles (EFVs). Wright Motors believes that in the future EFVs will replace ground vehicles, an old technology. To accomplish these dreams Wright Motors needs a […]
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Read MoreQualivian Investment Partners November 2020 Commentary
Qualivian Investment Partners commentary for the month ended November 30, 2020. Q3 2020 hedge fund letters, conferences and more Dear Friends of the Fund, First and foremost, we hope that you and your families are staying safe and well. Please find our November 2020 performance report below for your review. Qualivian Investment Partners will reach […]
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