Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi James & Team Can I have your view on SUN - I have held and received the capital return and dividends paid in March. Would you be holding any insurers at the moment? Would you be selling and using the capital elsewhere? regards Debbie
Hi,
The insurers like SUN and IAG still look reasonably well positioned, although the tailwinds they have enjoyed in FY24/25 we think will ease into FY26. We believe SUN will outperform IAG from here, though it’s now a less compelling proposition given its valuation discount has materially closed post it’s bank sale and transition to a pure insurance play.
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