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The Hartford: An Insurer I Remain Bullish On, As Its Business Insurance Niche Grows
Seeking Alpha· 2025-12-11 13:59
Albert Anthony is the pen name of a Croatian-American business author who is a contributing analyst on investor platform & financial media site Seeking Alpha, where he has over +1K followers, & also writes for platforms like Investing dot com and is author of a new book on Amazon called Real Estate Investment Trusts (REITs): A Fundamental Analysis (2026 Edition).The author's background as a business information systems analyst also included the IT department at top 10 financial firm Charles Schwab, where he ...
Modelling investment results
Globenewswire· 2025-12-11 13:51
Today, Tryg is publishing a newsletter titled “Modelling investment results”. The newsletter outlines Tryg’s continued de-risking of its investment portfolio and explains how the match and free portfolios contribute to more stable and predictable investment income. It provides analysts and capital market participants with improved transparency to better model future results. Attachment Newsletter_Modelling investment results (December 2025) ...
American Integrity Insurance Launches New aii.com Website, Strengthening Its Unified Digital and Market Identity
Businesswire· 2025-12-11 13:50
TAMPA, Fla.--(BUSINESS WIRE)--American Integrity Insurance Group, Inc. (NYSE: AII), ("American Integrity†or the "Company†), a premier Southeast property insurance carrier, today announced the launch of its newly redesigned website at aii.com. This milestone marks a major step in the Company's digital transformation, customer experience, and regional expansion as it grows beyond Florida into new markets across the Southeast. The enhanced site also reflects the Company's refined brand identity and guiding p ...
AXA Warns on Data Center ‘Gambles’ as Private Credit Risks Rise
Insurance Journal· 2025-12-11 13:35
Core Viewpoint - AXA SA is exercising caution in financing artificial intelligence (AI) developments due to emerging risks in private markets, despite a belief in the medium-term trend of AI [1][2] Group 1: AI Financing Strategy - AXA is avoiding overly specialized data centers dedicated to single technologies or players, focusing instead on data centers with inference and general-purpose capabilities [2] - The company acknowledges the significant investments in AI infrastructure, which have reached astronomical volumes recently [1] Group 2: Private Credit Market Concerns - The collapse of US auto parts supplier First Brands has raised concerns about risks in the $1.7 trillion private credit market, affecting financial firms including insurers and banks [3][4] - AXA has approximately €65 billion deployed in private and structured credit, and is reviewing its portfolio line by line in response to recent market events [5] Group 3: Investment Guidelines and Portfolio Management - AXA's private and structured credit allocation constitutes around 14% of its total deployment, with over half in senior tranches of collateralized loan obligations or mortgages in Europe [5] - The firm maintains a focus on investment-grade assets, with about 84% of its private credit portfolio rated as such [5] - AXA prefers single managed accounts or structured funds with strict investment guidelines, avoiding investments without covenants or in covenant-lite arrangements [6] Group 4: Economic Considerations - AXA is steering clear of technological bets and exposure to subprime consumers, noting a two-tiered economy in the US where affluent consumers are increasingly driving market trends [7]
Aegon: Capital Markets Day Disappoints, Growth Slows, But Buy Case Intact
Seeking Alpha· 2025-12-11 13:31
Core Insights - The anticipated positive catalyst from Aegon's Capital Markets Day did not materialize as expected [1] Company Analysis - Aegon (AEG) and its alternative listing (AEGOF) are under scrutiny following the recent Capital Markets Day, which failed to meet expectations for positive developments [1]
Loews Corporation Comments on Delaware Supreme Court's Ruling
Prnewswire· 2025-12-11 12:46
Core Viewpoint - Loews Corporation is involved in ongoing litigation regarding its 2018 acquisition of minority limited partner interests in Boardwalk Pipelines, with the Delaware Supreme Court ruling on the matter and remanding certain issues back to the Delaware Court of Chancery [1][3]. Legal Proceedings - The Delaware Supreme Court found a breach related to the partnership agreement and remanded the issue of tortious interference liability back to the Delaware Court of Chancery [1]. - In November 2021, the Delaware Court of Chancery awarded former minority unitholders approximately $690 million plus interest, but this ruling was reversed by the Delaware Supreme Court in December 2022 [3]. - The Court of Chancery ruled in favor of Loews on remaining claims in September 2024, finding no liability, but this ruling was appealed by the plaintiffs [3]. Company Statements - The President and CEO of Loews Corporation expressed frustration over the prolonged litigation, which has lasted more than seven years, and reiterated the appropriateness of the acquisition process undertaken in 2018 [2]. Company Overview - Loews Corporation operates in diversified sectors including insurance, energy, hospitality, and packaging [4].
2025年险资密集落子私募股权基金,严选科技、医疗健康等赛道长线“掘金”
Xin Lang Cai Jing· 2025-12-11 12:45
来源:蓝鲸新闻 (图片来源:视觉中 险资正以私募基金为通道,提速布局股权投资市场。 据蓝鲸新闻不完全统计,2025年至今已有超20家保险机构密集落子,百亿级产业基金接连设立,共同勾 勒出一幅由"耐心资本"主导的配置新图景。这股热潮并非偶然,其背后是清晰的监管导向,在利率下行 环境中对长期收益的追寻,以及长周期考核等关键制度完善所带来的驱动力。 在此趋势下,险资"长久期、大体量"特质正转化为独特的投资优势,聚焦科技、能源、医疗等符合国家 战略、具备高增长潜力的核心赛道。 与此同时,记者注意到,越来越多的中小险企也在积极加入私募股权投资市场。业内分析,未来,市场 格局或有所分化:头部险企向上延伸,探索"LP+GP"的全能角色;中小机构则向下深耕,在区域或细分 领域开辟专业化布局路径。 险资加速涌入私募股权市场,百亿基金频现勾勒配置新热潮 近日,财信吉祥人寿披露关联交易公告称,投资关联方深圳市达晨财智创业投资管理有限公司为基金管 理人和普通合伙人发起设立的湖南鼎盛合信股权投资基金合伙企业(有限合伙),认缴金额18000万 元。基金募集规模10亿元,期限为3年投资期+4年管理退出期,主要以股权方式投资于硬科技赛道,重 ...
JRVR, BCAL and More Are Now Strong Buy Stocks (Dec. 11)
ZACKS· 2025-12-11 12:15
Core Insights - Five stocks have been added to the Zacks Rank 1 (Strong Buy) List, indicating strong potential for investment opportunities Group 1: Company Summaries - Ponce Financial Group (PDLB) is a financial holding company providing various banking products and services, with a current year earnings estimate increase of 12.9% over the last 60 days [1] - James River Group (JRVR) operates specialty insurance and reinsurance companies, with a current year earnings estimate increase of 10.5% over the last 60 days [2] - California BanCorp (BCAL) is a registered bank holding company offering financial products and services, with a current year earnings estimate increase of 6.9% over the last 60 days [3] - Universal Health Services (UHS) owns and operates various healthcare facilities, with a current year earnings estimate increase of 6.7% over the last 60 days [4] - Waystar Holding Corp. (WAY) provides healthcare payment solutions, with a current year earnings estimate increase of 5% over the last 60 days [4]
YSX TECH. CO., LTD Relocates Research and Development Center to Expanded Facility
Globenewswire· 2025-12-11 12:00
GUANGZHOU, China, Dec. 11, 2025 (GLOBE NEWSWIRE) -- YSX TECH. CO., LTD (NASDAQ: “YSXT”) (the “Company”), a Cayman Islands exempted company that, through its variable interest entities in China, provides comprehensive business solutions mainly for insurance companies and brokerages in China, today announced that the Company has relocated its research and development center (the “R&D Center”) to a new expanded location at Building 9, East Zone, Times Fangzhou, No. 2 Huazhou Road, Haizhu District, Guangzhou, C ...
X @Bloomberg
Bloomberg· 2025-12-11 11:38
French insurer Axa said it’s exercising greater caution on the AI build-out when backing financing for the sector https://t.co/cQHfB0ZJGb ...