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US Yield curve & European Insurance
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...
View ArticleHigher rates/steeper yield curve in the US = buy more Aegon
Insurance is the best sector to play rising yields/low inflation. The stocks with the most US exposure include: Aegon, Zurich, SCOR, Amlin, Catlin, Hannover and Swiss Re.
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Aegon (aviate Buy)
Riccardo reiterates his view, as do we given US rates remain elevated despite plenty of anti-tapering rhetoric last week (don’t fight the Fed). Also note one of the best performing stock’s in the US...
View ArticleGet growth, get higher rates, who benefits
= Business with large floats. Consider, Hiscox historically made half of its profits from investing insurance float. In 2012 this figure was 43%, including a very strong investment result given the low...
View Article“If you fix (UK) housing… you will fix a lot of things”
UK Halifax June House Prices +0.6% MoM, and 3 month +3.7% YoY both accelerating from previous figures of 0.4% and 2.6% respectively, and above expectations of 0.4% and 3.6%. The YoY pace is the fastest...
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