Several interesting developments are occurring beneath the surface within emerging markets (EM), including the strength of India’s equity market, the outperformance of EM small caps relative to US and global small caps, and strong relative performance of EM sovereign bonds relative to developed markets. This month’s commentary expands on these points and shares our outlook for EM small cap.
The insurance industry, with its cycles of rising and falling pricing (known as hard or soft markets) can offer periods of meaningful earnings growth that can make it of interest to any investor looking for inflections in business trends. Insurance companies can operate in two types of markets, the admitted (or standard) market and the excess and surplus (E&S) market.
The insurance industry, with its cycles of rising and falling pricing (known as hard or soft markets) can offer periods of meaningful earnings growth that can make it of interest to any investor looking for inflections in business trends. Insurance companies can operate in two types of markets, the admitted (or standard) market and the excess and surplus (E&S) market.
Featured Commentary
Driehaus Emerging Markets Small Cap Equity Strategy January 2024 Commentary With Attribution
By Chad Cleaver, CFA
Several interesting developments are occurring beneath the surface within emerging markets (EM), including the strength of India’s equity market, the outperformance of EM small caps relative to US and global small caps, and strong relative performance of EM sovereign bonds relative to developed markets. This month’s commentary expands on these points and shares our outlook for EM small cap.
Personal Lines Insurance Inflection
By Michael Buck
The insurance industry, with its cycles of rising and falling pricing (known as hard or soft markets) can offer periods of meaningful earnings growth that can make it of interest to any investor looking for inflections in business trends. Insurance companies can operate in two types of markets, the admitted (or standard) market and the excess and surplus (E&S) market.