Although book values will have rebounded in Q2 on the back of flat interest rates, tightening credit spreads and rising equity markets, investors should in the near term focus on companies more driven by underwriting results than investments, according to JMP Securities analyst Matt Carletti.
For details on how to subscribe or for all commercial opportunities, including advertising, please contact:
Tel: +44 (0) 203 934 6687
Tel: +44 (0) 203 934 6684
Subscribers get access to: