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Property Reinsurers: The Answer Is Blowing in the Wind

I've looked at ENH a bit--about 50% of its investment portfolio is mortgage-backed securities. Not sure how much of that is guaranteed by Freddie/Fannie, or what that guarantee is worth nowadays. There is more to low valuations than meets than eye.

Also, catostrophes aren't necessarily bad for insurers, as they are usually able to raise premiums as a result.
Aug 28 01:40 am |Rating: 0 0 |Link to Comment |View article

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Property Reinsurers: The Answer Is Blowing in the Wind

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