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Showing results for Admiral Insurance Company v. PIF High Yield Fund II
...“I don’t think that [Solvency II overhaul] does result in a weakened insurance industry,” she added....
...Investors are positioning for further gains, given the high real yields on offer in emerging market debt, declining inflation and the prospect of rate cuts that should boost bond prices....
...The company has had corporate governance issues in the year — 49.5 per cent shareholder Kostyantin Zhevago sells the company spare parts, insurance, advertising and other services, racking up $23mn in related-party...
...Its most powerful executive, Michael Milken, pitched “high-yield” bonds as an attractive alternative to debt issued by safer, investment-grade companies....
...The insurance sector will also feature heavily this week with figures from Admiral, Royal London and Legal & General on Wednesday, a day before Aviva reports its numbers....
...Google’s parent company faced a call from the activist hedge fund to cut its soaring headcount and slash high salaries paid to non-engineers, in the latest sign of the pressure building on the biggest US...
...The government push extends to reforming so-called Solvency II rules, adopted while Britain was in the EU, to allow insurance companies to invest billions of pounds more in infrastructure....
...So they have all of this cash from these companies. They got this influx of money. Those companies are highly interest-rate sensitive....
...High PMIs (a sign of a strong economy) have been accompanied by low yields and low PMIs such as last spring and in 2008-09 have seen high dividend yields....
...Japanese insurer Tokio Marine has said the insurance policies at the heart of the Greensill Capital collapse may not have been valid, as investors pressed the company to detail its exposure to the lender...
...crop stress, spot disease and weeds and predict yields....
...buy recommendations are at a 10-year high....
...And I want to make the UK the best place in the world for high-growth innovative companies....
...Within the UK general insurance space, Admiral, Hastings and Lancashire are still due to pay final dividends – of these, we believe Admiral with its 56.3p final ordinary and a 20.7p special may be particularly...
...in offering insurance policyholders rebates for their parked cars....
...Recoupled with Bund yields: Life companies, which have negative correlation with yields, have recoupled with Bund yields after performing in line with the market in 2019 as yields fell....
...• Funds flow to equities relative to bonds has never held up this well (given performance and low bullish sentiment) because: i) bonds risk no longer diversifying, and ii) pension/insurance companies’...
...Buybacks cancellation vs. pension funds’ rebalancing. The list of companies suspending share buybacks is growing fast, as earnings recession looms and financial conditions are tightening....
...Some insurance companies are considering whether to offload their fund arms following disappointing results....
...We keep a preference for high credit quality companies. . . . ESG funds have performed relatively well during the market rout and have had resilient inflows ytd....
...Cash flow yield still the main selling point: The most supportive argument for Victrex shares is its high normalised free cash flow yield.But we’ve argued for some time that underlying earnings growth has...
...HSBC has some discussion about V and W shaped recoveries; its own model resembling “the Nike swoosh” is made by combining a proper V in mainland China forms and more of an L among Western European and American...
...Our analysis suggests there is limited liquidity risk under our base case with all companies having sufficient funds to last until trading is forecast to normalize in September....
...We expect the final DPS to be maintained for FY20 (3.4% yield) and expect the total DPS of 16.9p to be maintained through to FY22 (4.8% yield)....
...(ii) such a property wealth tax would lead to inefficiency in investment behaviour....
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