Catastrophe Bond Crash Course: Man AHL's Tarek Abou Zeid & Andre Rzym | #547
Today’s guests are Andre Rzym and Tarek Abou Zeid, two Portfolio Managers from Man AHL, one of the longest running systematic asset managers in the world. In today’s episode, Andre & Tarek delve into the world of catastrophe bonds. They provide an overview of what catastrophe bonds are, recent performance metrics, how they relate to ESG and sustainable investing. They share some predictions for the 2024 hurricane season and wind down with some thoughts on the crypto markets.
Key Points
- Catastrophe bonds offer a unique investment opportunity by transferring risk from insurers to investors, providing both diversification and attractive returns.
- Despite the active hurricane season forecast for 2024, a busy season does not necessarily translate to large losses in the catastrophe bond market due to the specific triggers required for payouts.
- Systematic investing has potential for expansion into less liquid markets, such as aircraft leasing, where high regulation and fungibility present ideal conditions for applying quantitative techniques.
Follow Andre: Man AHL; LinkedIn Follow Tarek: Man AHL; LinkedIn
Resources Cat Bonds: Does an Active Season Mean Larger Losses? Natural Catastrophes: Predictable, Seasonal, Cyclical or Random? Cryptocurrencies. If You're Gonna Do It, Do It Right An Investor's Guide to Crypto
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Chapters
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Transcript
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