Archives: Investment Updates

27 May 2020

Twelve Capital Update: Insurance Bonds – Higher yielding (not high yield) income opportunity

Against the backdrop of equity dividend cuts and a low yield environment Twelve sees Insurance ...

22 May 2020

Market Narratives. Urs Ramseier: Pandemics, catastrophe insurance and pricing risk

The Market Narratives podcast episode is available on Apple Podcasts, Google Podcasts, Overcast, Spotify or ...

06 May 2020

Twelve Capital Update: Business interruption insurance risk

The Cat Bond asset class continues to meet investor expectations, delivering returns lowly correlated to ...

20 Apr 2020

Twelve Capital Update: Insurance Bonds – Compelling Value Opportunity Remains

Long term, buy-and-hold insurance investors have been rewarded by positive outperformance versus the broad corporate ...

07 Apr 2020

Twelve Capital Update: Insurance Credit & Equities

Credit investors to benefit from regulatory intervention on dividends We are pleased to share with you ...

24 Mar 2020

Twelve Capital Update: Insurance Bonds

Compelling Value Opportunity Emerges We are pleased to share with you the latest Twelve Capital Update ...

17 Mar 2020

COVID-19: Twelve Capital Event Update

Insurance fundamentals point to sector resilience We are pleased to share with you the latest Twelve ...

13 Feb 2020

Twelve Capital Research Spotlight

Insurance investing opportunities compelling after strong 2019. Please click here to download your copy of ...

26 Nov 2019

Twelve Capital Event Update – 26 November 2019

Earthquake in Albania This morning an earthquake of the magnitude scale Mw 6.4 occurred on the ...

28 Oct 2019

Twelve Capital Event Update – 28 October 2019

Last regular event update of the 2019 Atlantic hurricane season Until the start of the hurricane ...