Category: Research Spotlight

15 Mar 2021

Insurance Investing: Riding the Global Reflation Trade

The combination of re-opening economies following vaccine roll-outs around the world, pent-up consumer and business ...

26 Nov 2020

Twelve Capital Peak Peril Private ILS strategy: A compelling investment opportunity

Twelve Capital’s Peak Peril Private Insurance-Linked Securities (ILS) strategy focuses on providing capital support to ...

23 Nov 2020

Twelve Insurance Fixed Income Strategy: Cat Bonds and Insurance Bonds

When two very different asset classes are blended together, it is possible to create more ...

24 Sep 2020

North Atlantic Hurricane Risk Variability in a Changing Climate

This research spotlight expands on the North Atlantic hurricane seasonal forecast methodology, produced by Twelve ...

17 Aug 2020

North Atlantic Hurricane Season – 2020 Forecast Update August

The early June forecast is refined, accounting for the evolution of global climate patterns in ...

30 Jun 2020

Twelve Capital in Absolut Report: Nachranganleihen von Versicherungen

https://www.absolut-research.de/publikationen/absolutreport/ausgaben/detail/ae/Issue/show/absolutreport-32020/ Tuesday, 30 June 2020

10 Jun 2020

North Atlantic Hurricane Season – 2020 Forecast

Twelve Capital, together with machine learning climate-tech firm reask, have developed a proprietary North Atlantic ...

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 ...

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 ...