Urs Ramseier: Living up to nature: Catastrophe insurance, uncorrelated returns and the complexity premia

[vc_empty_space]Investors have witnessed the effect of COVID-19 on financial and real assets. What impact has the health crisis had on insurance and reinsurance? How have catastrophe bonds, insurance bonds and insurance stocks faired during the pandemic and what should investors look for as they evaluate insurance-linked securities?

View Urs’ presentation slides here

Speakers

  • Urs Ramseier, chief executive and chief investment officer, Twelve Capital
  • Moderator: Alex Proimos, head of institutional content, Investment Magazine

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Why private credit pain will bring long-term gain

Over the past decade, private credit has become an important component of many asset owner portfolios, but a perception of the asset class as risky – or, in some isolated cases, fraudulent – means it is still treated with suspicion by some commentators and investors. A “little bit of a shakeout” might help.

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