Latam markets jump on hopes of US tariff relief after Trump floats exemptions By Reuters
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 05 2025
0mins
Should l Buy HG?
Source: Investing.com
Market Reactions to U.S. Tariffs: Latin American markets experienced significant gains as Mexico's peso strengthened following U.S. President Trump's announcement of temporary exemptions from tariffs for automakers, which boosted investor optimism and led to a weaker dollar.
Broader Economic Implications: The positive market response was reflected in rising stock indexes across the region, with Brazil's real and Chile's peso also appreciating, while global markets remained cautious ahead of upcoming U.S. job data amidst concerns over economic health.
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Analyst Views on HG
Wall Street analysts forecast HG stock price to fall
5 Analyst Rating
3 Buy
2 Hold
0 Sell
Moderate Buy
Current: 31.770
Low
24.00
Averages
29.20
High
32.00
Current: 31.770
Low
24.00
Averages
29.20
High
32.00
About HG
Hamilton Insurance Group, Ltd. is a Bermuda-based company, which underwrites specialty insurance and reinsurance risks on a global basis through its wholly owned subsidiaries. Its products include Hamilton Re, Hamilton Global Specialty and Hamilton Select. Hamilton Re products include Casualty Reinsurance, US Casualty Reinsurance, Property Treaty Reinsurance, Specialty Reinsurance, Casualty Insurance, Financial Lines Insurance, Property D&F Insurance, General Liability Reinsurance, Healthcare Reinsurance, Aviation Reinsurance, and others. Hamilton Global Specialty products include Accident & Health Insurance, Cyber Insurance, Excess Energy Insurance (Americas), Environmental Insurance (Americas), Environmental Insurance, Financial Institutions Insurance, Fine Art & Specie Insurance, Kidnap & Ransom Insurance, Political Risk Insurance, and others. Hamilton Select products include Allied Medical Insurance, General Casualty Insurance, Medical Professionals Insurance, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Extensive Industry Experience: Roston brings over 30 years of investment expertise, having analyzed and evaluated financial performance and business strategies across various companies, which is expected to provide substantial professional support for Hamilton's decision-making.
- Academic and Investment Background: As a Senior Research Scholar at Stanford University since 2020 and Operating Partner at DFW Capital Partners, Roston enhances his influence in the financial sector, which could benefit Hamilton's strategic initiatives.
- Acknowledgment of Former Director: Hamilton Chair David A. Brown expressed gratitude to Hawes Bostic for his invaluable support during pivotal growth years leading up to and following the company's NYSE listing, highlighting the critical role of board members in the company's development.
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- Significant Premium Growth: Total gross premiums written increased by 21% to $2.9 billion in 2025, with a 23% rise in Q4 premiums, indicating the company's ability to maintain robust growth in a competitive market environment.
- Special Dividend Announcement: The company declared a special dividend of $2 per share, totaling approximately $206 million, reflecting confidence in capital management and a commitment to returning value to shareholders.
- Cautious Future Outlook: Management expects the market in 2026 to remain competitive but plans to adopt a more measured growth strategy, projecting an increase in the loss ratio to 55% to address market changes and potential risks.
See More
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- Operating Income Performance: The company achieved an operating income of $168.2 million in Q4, with a diluted operating income per share of $1.65, demonstrating sustained growth in its core business and enhanced profitability, which further solidifies investor confidence.
- Premium Revenue Increase: Gross premiums written reached $669.0 million in Q4, a 23.0% increase year-over-year, showcasing the company's expansion in market share and the increasing competitiveness of its products and services.
- Net Premium Revenue Growth: Net premiums earned totaled $576.7 million, reflecting a 19.7% year-over-year increase, which highlights the company's successful strategies in customer acquisition and retention, thereby strengthening its market position in the insurance industry.
See More
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See More
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- Coordination of Compliance Activities: Thiam will lead and coordinate compliance efforts across Hamilton's global operations, ensuring consistent standards across underwriting platforms and supporting the company's strategic ambitions by embedding compliance into daily decision-making.
- Extensive Compliance Experience: Since joining Hamilton in December 2024, Thiam has made significant contributions to compliance and regulatory initiatives, previously serving as Head of Cross-Border & International Compliance at Beazley, bringing a wealth of industry experience.
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See More
