Articles

The Reemergence of Reinsurance
Reinsurance funds, those that invest in relatively obscure catastrophe bonds and quota shares, have provided uninspiring returns over much of the past…

Tech Rally… Can It Continue? – Q2 2023
The stock market has had a stellar first half of the year. But that’s only true if you were in the right…

Portfolio Review – Q2 2023
Stock market returns for the second quarter bear a striking resemblance to what occurred in the first quarter: US, international, and emerging…