As discussed, Insurance is one space that (once the dust settles) will significantly benefit from the bond market moves.
Fundamentals & technicals also back this up. Best stocks to look for are EU names with US exposure (if we get EU yields going up, then it is the whole sector).
Names with decent (more than 20%) exposure to the US, highest to lower:
Aegon
Zurich
SCOR
Amlin
Catlin
Hannover Re
Swiss Re
Prudential
Riccardo is a buyer of Aegon and SCOR. Hannover re, ING, Swiss and Zurich all featured in our Templeton screen of stocks looking good value on the look-through basis.