K2 Advisors stays overweight cat bonds & ILS, cites Q4 opportunities / still high yields – Go Health Pro

K2 Advisors stays overweight cat bonds & ILS, cites Q4 opportunities / still high yields – Go Health Pro

K2 Advisors, the hedge fund focused investment management unit of Franklin Templeton, has maintained its overweight view on the catastrophe bond and broader insurance-linked securities (ILS) asset class for the fourth-quarter, citing opportunities it sees in the market as well as the still historically high yields that are available.The investment manager says, on ILS in … Read more

Direct cat bond losses still seen unlikely from Helene, but NFIP bonds monitored: Twelve Capital – Go Health Pro

Direct cat bond losses still seen unlikely from Helene, but NFIP bonds monitored: Twelve Capital – Go Health Pro

Investment manager Twelve Capital has issued an updated event report related to hurricane Helene’s impacts, saying that it still believes direct losses to per-occurrence catastrophe bonds are unlikely, but also notes that it is closely monitoring the NFIP FloodSmart Re cat bonds that cover named storm induced flooding.Last week, after major hurricane Helene had made … Read more

Hurricane Francine mixture erosion to take some cat bonds nearer attachment: Twelve – Go Well being Professional

Hurricane Francine mixture erosion to take some cat bonds nearer attachment: Twelve – Go Well being Professional

Hurricane Francine’s losses after its landfall in Louisiana should not anticipated to trigger any losses to per-occurrence disaster bonds, however the losses could also be ample to trigger additional attrition for mixture cat bonds, leading to an extra erosion of the deductibles that sit beneath their attachment factors, in accordance with Twelve Capital.Specialist insurance-linked securities … Read more

Storm Shanshan seen as unlikely to bother cat bonds or ILS positions – Go Well being Professional

Storm Shanshan seen as unlikely to bother cat bonds or ILS positions – Go Well being Professional

Storm Shanshan struck Japan’s southern island of Kyushu yesterday and whereas it’s being known as one of many strongest storms to hit the nation in a long time, the final word impression to reinsurance markets is anticipated to be minimal, whereas disaster bonds and different insurance-linked securities (ILS) are anticipated to be largely or fully … Read more

Bonds Are Nonetheless a Hedge Towards Dangerous Occasions within the Inventory Market – Go Well being Professional

Bonds Are Nonetheless a Hedge Towards Dangerous Occasions within the Inventory Market – Go Well being Professional

Diversified buyers skilled one of many worst bear markets ever in 2022. The inventory market downturn wasn’t nice however not out of the abnormal so far as bear markets go. It was comparatively calm compared to historical past’s worst crashes. The common bear market since 1928 is a lack of greater than 36%, so the … Read more

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