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The UK's longest established regulated provider of sponsored equity research.
We launched EQUITY DEVELOPMENT in 1997 becoming the first ever regulated provider of Sponsored Equity Research in the UK.
Our research teams are made up of expert analysts with deep understanding & experience in their sectors. Our research is distributed to all relevant investment classes & commentators. (at no cost to the reader).
We have made our name by specialising in those companies who are not receiving the attention that they merit, using detailed commentary, appropriate valuation metrics and regular publications to help eradicate undervaluation in the medium term.
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Lloyds Underwriters
Lloyds Underwriters
Storm Damage from Wall St
improving outlook for catastrophe and reinsurance market
Lloyd's well placed to benefit
some leading insurers now likely to try and increase capacity for 2009
Interesting Times
The beginning of September and the second hurricane of the year hits a major US city (or two in this case).
Hurricane Alert
Hurricane Gustav is expected to hit or pass close by New Orleans
Reinsurance rates should rise as a result of the 2nd major hurricane in 3 years
Overall future profit for the majority of Lloyd’s insurers should benefit from higher reinsurance rates
Record profits all round
Sector still cheap
Keep focus on quality players
Companies results show inherent value in sector
Underlying improvement due to benign claims environment
Improvement sustainable with strong reserves
