Financial
Coronavirus stimulus checks: Bipartisan group pushes for relief package
Despite months of negotiations, a period that included a presidential election as well, we are still nowhere near to having a stimulus package. This is frustrating not just for common Americans, but for some lawmakers as well. That is why a bipartisan group of senators is working to push lawmakers to pass another coronavirus stimulus […]
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Read MoreEarly retro renewals suggest “significantly better expected returns” – KBW
Some of the earlier and larger retrocessional reinsurance programs in the market have received their firm orders or are completed, with indications that suggest rates are increasing even for some of the largest and most respected reinsurers in the market, suggesting much better returns are available for writing this business. The read-across to the insurance-linked…
Read MoreDividend Stock Watch List: Lanny’s December 2020 Edition
After November’s rally from the Presidential Election and COVID-19 vaccine, it’s time to sharpen the pencil and find the dividend stocks to buy or watch for this December 2020! Dividend stock watch list Welcome back to another dividend stock watch list and you can have a sneak pick of the dividend stocks that are on…
Read MoreYou Don’t Have to Get It Right Twice for Market Timing to Succeed
I am a big believer in market timing. My view is that it is through market timing that investors practice price discipline when buying stocks. Which is absolutely critical. Price discipline is what makes markets work. In the event that valuations affect long-term returns (as Shiller has shown is the case), investors must practice market […]
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Read MoreMunich Re lifts 2020 COVID-19 loss above $4bn, expects ~$720m more in 2021
Global reinsurance giant Munich Re has lifted its estimate for losses from the COVID-19 pandemic to more than US $4 billion for 2020, as the reinsurer increased its estimate significantly to account for fourth-quarter losses. In addition, Munich Re has announced that it is expecting another roughly US $720 million of COVID-19 losses to be…
Read MoreCore Specialty launches with $900m, adds Addesso & Larson to board
Core Specialty has now launched after the private equity capitalisation and rebranding of Enstar’s StarStone U.S. operations, with Jeff Consolino and Ed Noonan at the helm, while industry veterans Dominic Addesso and Don Larson have also been added to the board. As we explained back in June, Enstar was set to push back into U.S.…
Read MoreAXA XL reducing nat cat exposure, making active use of retrocession
AXA XL, the commercial property and casualty insurance and reinsurance arm of the AXA Group, is targeting a reduction in its natural catastrophe exposure over the coming years, as it looks to bring its business results to a sustainable and profitable level. Part of this is a drive to reduce exposure to natural catastrophe events…
Read More3 High-Yield Dividend Stocks In Brazil
This is a guest contribution published on November 30th, 2020 The Brazilian market is booming again. The Bovespa index, the main index in the Brazilian market, is trading at 110,000, approaching the historic maximum of 115,900 points that was reached in December 2019. Despite the pandemic that plagued the world in 2020, causing many companies…
Read MoreHas Value Investing Died In 2020?
Has value investing died in 2020? The stock market in 2020 has been one heck of a ride and cool tech growth stocks have been massively outperforming more boring value-oriented stocks. Q3 2020 hedge fund letters, conferences and more What are value stocks and growth stocks? Firstly, let’s quickly summarize what is a traditional value […]
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