Financial
Has China Finally Moved Away From Cheap Cost To High Premium Development And Manufacturing?
In light of current times, many companies are still perceiving China as the ‘place-to-go’ for the development and manufacturing of their products, attracted by the theory of saving money in their development costs. Q2 2020 hedge fund letters, conferences and more In some aspects, China still holds a good ground to manufacture basic products at […]
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Read MoreJDP Capital Management: AVOD, SVOD And D2C Business Models
From JDP Capital Management: As part of our research process we are continuously reading, watching and listening to a wide range of content related to business trends affecting our portfolio companies. We often come across under-followed material that might be of interest to our investors from the perspective of: Q2 2020 hedge fund letters, conferences […]
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Read MoreHurricane Laura industry losses seen as “manageable” by analysts
Insurance and reinsurance industry losses from hurricane Laura’s onslaught of the Louisiana and Texas Gulf Coast region today are expected to be manageable for the industry, despite the intensity of the storm, analysts have said. Hurricane Laura made landfall early this morning near Cameron, Louisiana as an intense Category 4 storm with 150 mph sustained…
Read MoreLondon Revealed As The Most Expensive City For Remote Workers
London has been revealed as being the most expensive city for remote workers, costing more than £23,755 in essential expenses. Q2 2020 hedge fund letters, conferences and more This year has been nothing short of crazy. The way many businesses around the world are working has completely flipped on its head with the need for […]
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Read MoreRetro capacity decline exacerbated by fear of COVID-19: A.M. Best
The decline in available retrocessional reinsurance capacity is being exacerbated by ongoing fears over potential losses related to the COVID-19 coronavirus pandemic, on top of the added issue of pre-emptive trapping of collateralised ILS capacity, according to the rating agency. In a new report, A.M. Best highlights that COVID-19 has created a sense of fear…
Read MoreHurricane Laura exposed insurers could tap reinsurance (ALL, TRV, PGR, HIG)
A number of the major property and casualty insurers that are seen as most exposed to hurricane Laura’s impacts on the Gulf Coast region could tap into their reinsurance programs, should the major hurricane prove particularly impactful. Analysts from Morgan Stanley explained that Allstate, Travelers, Progressive and The Hartford are all insurers that should be…
Read MoreCat bond trading seen as light as hurricane Laura approached
According to our market sources, secondary market trading of catastrophe bonds under the approach of hurricane Laura was “relatively light” by comparison to other major hurricane threats, perhaps suggesting that the uncertainty in the forecast cone made it more attractive to hold onto certain positions. Hurricane Laura, while a very significant and damaging hurricane that…
Read MoreCalifornia wildfires continue, insured losses estimated $1.5bn already
The ongoing spate of California wildfires continues to burn, with more properties destroyed in the last day and an estimate from Moody’s Investors Service suggesting insurance and perhaps reinsurance market losses are already at over $1.5 billion. Moody’s based its estimate on the fact more than 1,800 residential or commercial properties have been destroyed by…
Read MoreCATCo retro fund releases another $25.6m of trapped capital for investors
Markel CATCo Investment Management’ in run-off retrocession focused investment fund, the CATCo Reinsurance Opportunities Fund Ltd., is to release a further $25.6 million of its trapped capital back to investors, as more positions in its side-pockets see positive reserve development. The news follows a $37.9 million return of trapped capital from the retrocessional reinsurance fund’s…
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