Nephila drives rising ILS revenue for Markel, but AuM shrinks again to $9.5bn
Nephila Capital, the largest dedicated insurance-linked securities (ILS) investment manager…
Read More
RenRe raises another $250m of third-party capital in Q2, fee income rises
RenaissanceRe, the Bermuda-based reinsurance firm and third-party capital management specialist,…
Read MoreWill Tesla Ever Pay A Dividend?
Updated on July 28th, 2020 by Bob Ciura The appeal…
Read More
Congress Is Preparing To Clash With Big Tech Giants
Whitney Tilson’e email to investors discussing that the congress is preparing to clash with big tech; fire & fawning; tech is about power; Bezos and Amazon under scrutiny; crackdown on QAnon; Facebook: The Inside Story; Facebook announces plan to break up U.S. government. Q2 2020 hedge fund letters, conferences and more It’s a big week […]
The post Congress Is Preparing To Clash With Big Tech Giants appeared first on ValueWalk.
Read More
HEALS Act: More Needed to Support Small Businesses
With the majority of small businesses out of PPP dollars and unemployment benefits ending this week, the piecemeal bills that make up the Senate Republicans’ HEALS Act are simply not enough. Q2 2020 hedge fund letters, conferences and more HEALS Act Is Not Enough To Support Small Businesses More is needed to strengthen support for […]
The post HEALS Act: More Needed to Support Small Businesses appeared first on ValueWalk.
Read More
Why Big Money Is Already Pouring Into Edge Computing
Why didn’t coronavirus sink America into a depression? The answer can be summed up in two words, and it’s not “stimulus checks.” Q2 2020 hedge fund letters, conferences and more As you know, lockdowns have wrecked restaurants, hotels, and airlines. But millions of Americans who can do their jobs from a computer haven’t missed a […]
The post Why Big Money Is Already Pouring Into Edge Computing appeared first on ValueWalk.
Read More
Here’s What’s Really in the Senate’s New HEALS Act
The Senate GOP’s new relief bill, the HEALS Act, makes clear the lawmakers’ priorities: helping big corporations and the wealthy, even at state and local governments andworkers’ expense. Here’s how the legislation… Q2 2020 hedge fund letters, conferences and more The New HEALS Act Hurts Workers: HURTS: Workers’ Benefits Would Be Cut. “The current $600 weekly […]
The post Here’s What’s Really in the Senate’s New HEALS Act appeared first on ValueWalk.
Read More
An Inauspicious Sign
Image via Twitter. Q2 2020 hedge fund letters, conferences and more An Inauspicious Top Name I included the tweet pictured nearby, by Holger Zschäpitz, in my previous post (“Letting The Fed Be Your Friend“). The gist of that one was that the flood of dollar-weakening liquidity was bullish for precious metals names, so it was unsurprising […]
The post An Inauspicious Sign appeared first on ValueWalk.
Read More
Investors double down on ESG in wake of Covid-19 pandemic
Half of global institutional investors now fully integrate ESG into their investment approach Usage of active ownership strategies to engage companies on ESG has more than doubled Investors in North America are lagging their global counterparts in terms of embedding ESG Q2 2020 hedge fund letters, conferences and more ESG Investing Momentum Has Grown In The […]
The post Investors double down on ESG in wake of Covid-19 pandemic appeared first on ValueWalk.
Read More