Ryan Specialty Holdings, Inc. Class A RYAN

Cooper Investors, an investment management firm, released its second-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”. The letter can be downloaded here. The Fund returned 6.6% for the quarter, bringing its financial-year return to -6.4%. On a local currency basis, performance was approximately flat for the year, as the strengthening Australian Dollar […]

Geopolitical risk in the Middle East has moved from background noise to headline driver, with Iran, the Strait of Hormuz and Houthi attacks all reshaping how capital views global shipping and war-related exposure. Investors now face a rare moment where insurance-linked stocks tied to these routes could see their risk, pricing power and demand profile change at the same time. This article walks through 3 stocks from our Global Marine Insurance and War-Risk Insurers screener that appear most...