Absent further major losses hitting global reinsurance and insurance-linked securities (ILS) markets this year, the expectation now is that rates are likely to lose any ground gained at renewals so far this year and return to a slow softening trend in 2019, according to analysts at Deutsche Bank (NYSE:DB). It's...
It's crucial the insurance-linked securities (ILS) market learns from the impacts of 2017 catastrophe events, but despite the losses, the outlook for the ILS asset class is stronger than it has been for some years, according to Zurich-headquartered insurance and reinsurance linked investment manager, Twelve Capital. Artemis recently spoke with...
Top-line growth is the metric which is saving Walgreens' (WBA) bacon at present. The company's top-line number is at $124.028 billion over a trailing 12-month average and recorded a 12% spike in sales last quarter. This year, analysts believe we will see these types of growth rates maintained as...
All data for this piece were obtained from Finance Yahoo and analyzed in R. Sector SPDR: (through Mar 31, 2018) When an asset performs well over time, it is easy to become complacent and over-believe in the dynamics that have driven the price action. For that matter, one might point...
Introduction Over the past few months, most of you have noticed our increased activity in closed-end funds as the inflow of volatility finally shook them up and created various arbitrage, and directional, opportunities for active traders like us. Now that these products have grabbed our attention, we are continuously monitoring most...
Much of what has been discussed on financial news networks over the course of the past several days has centered on tariffs and the escalation into a potentially larger trade war. This is the type of negative news that the media enjoys pounding into its readers and listeners. Of...
The other day I wrote about the extent to which an ETF that includes return on capital (ROC) in its payout can play a role in a retirement withdrawal strategy from a taxable account where the expected outcome is that the taxable account gets depleted over some number of...
The Fed needs to start worrying more about the flattening treasury yield curve. Bloomberg is reporting that bond traders are getting ready for a yield curve inversion as soon as next week. One fixed income manager quoted in the article had this to say: If the Fed decides to move...
If it seemed a bit calmer on Monday in global markets than has become typical, it was likely due to the absence of Chinese influence. China's markets were closed for the country's annual Dragon Boat festival, a holiday tradition that supposedly dates back 2,000 years. According to state media,...
I created the "Perfect Portfolio" as a potential solution for a period of low interest rates, when traditional broad based bond funds are not pulling their weight on the income front. A traditional bond ETF such as AGG could typically offer some decent yield and portfolio ballast. Those days...