Fermat Capital Archives - Carrier Management

Buffett Warning Unheeded as Cat Bonds Surge

Bond buyers are betting more than ever on the mercy of Mother Nature as they seek to boost yields being suppressed by central banks. Demand for notes linked to insurance against hurricanes and other ...

How Cat Bond Investors Think About Yield

Will catastrophe bonds still be interesting to investors when overall yields on investments go higher? John Seo, the co-founder and managing principal of Fermat Capital Management LLC, provided the ...

A Conversation with Fermat Capital’s John Seo: The Evolution of Cat Bonds

John Seo, a pioneer in the catastrophe bond space, uses advanced technical models to assess the risk that investors will take on through portfolios of insurance-linked securities. But even simple ...

Fast Money Hedge Funds Won’t Keep Pension Funds Out of Terror Market, Says ILS Manager

To understand why the insurance-linked securities market will offer greater amounts of terror risk coverage in the years ahead, you have to understand the difference between two groups of ILS ...

We Can Write Terror Risk: Part II

The leader of a firm thought to be the world's largest investment manager of catastrophe bonds told federal lawmakers last week that the insurance-linked securities market is poised to provide ...