Financial
Central European Capital Partners: Quantafuel Long Thesis
Jan Martínek of Central European Capital Partners latest idea Quantafuel. Quantafuel is the global leader in plastic recycling. It operates the world´s largest recycling plant and partnered with BASF and Vitol to build chemical recycling plants around the globe. Q2 2020 hedge fund letters, conferences and more Quantafuel (QFUEL) is USD 0.8 Billion market cap […]
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Read MoreDividend Kings In Focus Part 16: Parker-Hannifin
Updated on October 7th, 2020 by Josh Arnold Parker-Hannifin (PH) is in very exclusive company when it comes to its dividend track record. Parker-Hannifin has paid quarterly dividends to shareholders for the past 70 years, and it has raised its dividend for 63 years running. This means Parker-Hannifin has one of the longest dividend increase…
Read MoreNephila to be Markel’s single point of entry for property CAT reinsurance
Nephila Capital is set to become the single point of entry for Markel to access property catastrophe reinsurance, as the company shutters its Markel Global Reinsurance property CAT unit and creates a centre of excellence for catastrophe risk under the ILS fund manager. Markel acquired the largest insurance-linked securities (ILS) and reinsurance linked investment fund…
Read MoreInvestors should push for more transparency from their ILS managers: Panel
End-investors in the insurance-linked securities (ILS) sector should be pushing for more transparency from their ILS managers now, aiming to level the playing-field with the transparency the reinsurance market offers to its cedents, panellists said today. Speaking during a virtual panel discussion as part of the ILS Bermuda Convergence 2020 event today, a number of…
Read MoreCoronavirus stimulus checks: Trump ends stimulus talks and blame game starts
House Speaker Nancy Pelosi and Treasury Secretary Steve Mnuchin were expected to reach a deal on the next stimulus package this week. President Donald Trump, however, effectively ended stimulus talks on Tuesday, suggesting you won’t get coronavirus stimulus checks before the November election. Q2 2020 hedge fund letters, conferences and more Coronavirus stimulus checks: Trump […]
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Read MorePCS launches Cyber RLM, a data tool for large insured cyber risks
PCS, the provider of industry loss estimates and loss data globally, has launched its first non-loss reporting platform, Cyber RLM, which will provide users with unique insights into large insured cyber risks around the globe. Containing data on many of the largest insured cyber exposures and programs, PCS Cyber RLM is designed to help markets…
Read MoreDividend Stock Purchase: Lanny’s September 2020 Summary
Welcome back to another month of Dividend Stock Purchases! The last 3 months have been heavy on our investment front. Now the question that the community is wondering – was I able to keep the dividend stock purchase pace up? The journey to financial freedom does not take breaks and one must continue to persevere…
Read MoreNZ Super Fund shuns wildfire exposed ILS as mispriced due to climate
The New Zealand Superannuation Fund (NZ Super Fund) has rejected any investments into wildfire insurance and reinsurance within its insurance-linked securities (ILS) allocations, saying that because of climate change it feels the risk is mispriced. In addition, the NZ Super Fund has also said that it believes that pricing should be higher for other natural…
Read MoreHurricane Delta unlikely to cause cat bond losses, but may erode aggregates: Plenum
Hurricane Delta’s impacts on the Yucatan Peninsula of Mexico and also the United States Gulf Coast are unlikely to cause direct losses for any catastrophe bonds, but could further erode some aggregate cat bond deductibles, according to specialist ILS investor Plenum Investments. Catastrophe bond and insurance-linked securities (ILS) focused investment manager Plenum said that it…
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