The Meb Faber Show - Better Investing Catastrophe Bond Crash Course: Man AHL's Tarek Abou Zeid & Andre Rzym | #547
Aug 23, 2024
Tarek Abou Zeid and Andre Rzym, both portfolio managers at Man AHL, dive into the intriguing world of catastrophe bonds. They unpack how these bonds work and their recent performance, revealing their role in diversifying investment portfolios, especially as climate change reshapes risk dynamics. Anticipating the 2024 hurricane season, they analyze NOAA's forecasts and the implications for insurance. They also discuss the benefits of systematic investment strategies and the emerging landscape of these unique financial instruments.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Understanding Catastrophe Bonds
01:56 • 27min
Myths and Market Dynamics of Catastrophe Bonds
28:56 • 10min
2024 Hurricane Season Forecast and Its Implications
39:04 • 3min
Exploring Systematic and Discretionary Investment Strategies
42:11 • 2min
Exploring Systematic Management in Aircraft Leasing
44:02 • 3min