Tid er penger - En podcast med Peter Warren Kontroversiell og interessant fondsstruktur - Ress Capital
Dec 5, 2024
Jonas Mårtenson, a portfolio manager at Ress Capital specializing in life insurance policies, discusses a unique investment strategy often overlooked. He highlights the ethical complexities and market dynamics of life settlements and their rising popularity in Sweden. The conversation also navigates the regulatory environment post-U.S. election and its implications for insurance regulation. Mårtenson shares insights into achieving consistent returns with life insurance portfolios, emphasizing the balance between stability and adaptability in investments.
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Hedge Fund Diversification
- Hedge funds offer a diverse range of investment strategies, not all of which are high-risk.
- Some hedge funds pursue uncorrelated returns, valuable for diversification.
Life Settlement Risks
- Life settlements are uncorrelated with market fluctuations, offering risk diversification.
- Their primary risk lies in longevity, similar to pensions.
Legal Precedent
- The US Supreme Court affirmed the legality of selling life insurance policies in 1908.
- Germany and parts of Canada also permit such sales, offering consumers financial flexibility.