Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi Market Matters Thurs AM Report "We aren’t specifically looking to buy insurance stocks with rates set to fall, but SUN and QBE will look appealing into weakness." If you hold SUN - would you continue to hold thru any expected weakness with rates set to fall to benefit from the capital return to shareholders and your outlook of them outperforming the sector. regards Debra
Hi Debra,
We don’t own SUN at the moment, however for now, the trends in the business are solid, and it still trades on a slight discount to IAG. We see no pressing reason to sell it before their results on the 19th. That said, the macro tailwind they’ve enjoyed, is likely to become a headwind.
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