Liquidity versus value creation for listed companies
Understanding (re)insurance portfolio valuation in real time
It is the first time in the last decade that Lloyd’s has, in the aggregate, exceeded its estimated weighted average cost of capital (WACC)
With risk free rates at decade long highs, investment contribution is now a critical component of returns on equity
Building a superior follow-only portfolio through class of business performance analysis
ICMR analysis shows (re)insurer P/b’s close to long term highs, but still relatively undervalued
Are follow-only strategies a smart alternative to the model of value through verticalisation?
Successful follow-only strategies can create more value than those of traditional leadership roles
It’s all about enhancing performance and timing the exit
RISX index suggests tidy return for Ascot’s investors
This article outlines some of the drivers behind the creation of the RISX index
With improving performance and an expanding range of options for investing, now may well be the best time for some while to be an investor at Lloyd’s.
The market is buoyant about near term underwriting conditions, but just how important are they to cross-cycle value creation compared to the performance of asset managers?
Materials from the cancelled joint LMA event 18 March 2020
Introducing the London Insurance Market Index