Hayden Capital 3Q20 Performance Update: Up +164.1% YTD

Hayden Capital Performance 3Q20

Hayden Capital performance update for the third quarter ended September 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners and Friends, Please see the following table for Hayden Capital’s quarterly performance update. During the third quarter of 2020, Hayden’s partners realized a +31.6% return on their investments, compared to +8.9% for the […]

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Hudson Structured backs Aon’s “ILS friendly” solution for intellectual property assets

Hudson Structured Capital Management Ltd., the insurance-linked securities (ILS), reinsurance and transportation focused investment manager, was the largest capacity provider to back a first transaction from a new financing solution for intellectual property assets created by broking group Aon. Terming the solution “an innovative ILS friendly structure”, Edouard von Herberstein, Partner at Hudson Structured’s reinsurance…

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Gross to net strategy & reinsurers heavy retro use questioned by cedants

Reinsurance cedants are increasingly concerned by the heavy use of retrocession and the gross to net strategy of some reinsurers, a survey from rating agency Moody’s suggests. The gross to net strategy of some traditional reinsurers also came into question in the survey results, as there was some concern over the reliance on retrocession, especially…

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The Stock Market Seems Safer If We Presume Rational Investors

Insightia Stock investing Lessons Investment Tortoise Acquisition Crisis Creates Opportunity oasis capital management

Stock investing is scary. Q2 2020 hedge fund letters, conferences and more I believe that that is the core reason why there has been so little examination of the far-reaching implications of Robert Shiller’s Nobel-prize-winning research in the 39 years since it was published. What Causes Price Changes In A Rational Market? In the pre-Shiller […]

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ILS tells a compelling ESG story: Carey Olsen

Amid the ongoing expansion of the market for sustainable investment, there’s an opportunity for the insurance-linked securities (ILS) sector to show its alignment with environmental, social and governance (ESG) factors, according to law firm Carey Olsen. Intensified by the wide-ranging effects of the ongoing Covid-19 pandemic, heightened awareness of the complex ESG challenges currently faced…

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Beirut explosion insured loss said $7.5bn by local insurance association

Estimates for the eventual insurance and reinsurance market loss from the devastating explosion that struck the city of Beirut, Lebanon in August are seemingly on the rise, as the President of the local insurance association has said he expects losses will reach $7.5 billion. Source: AP Photo/Hussein Malla It’s more than double his earlier estimate,…

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Swiss Re’s appetite propelled by “significant rate hardening” in catastrophe risks

In announcing its first-half results this summer, global reinsurance giant Swiss Re explained that it is experiencing and taking advantage of “significant rate hardening” across natural catastrophe exposed business lines. The company has been displaying an increasing appetite for natural catastrophe risks in recent years, leading to the increasing use of third-party capital and instruments…

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