insurance

The latest Firetrail Equity Edge Podcast has just landed.

Blackwattle Mid Cap discuss the ASX insurance brokers amidst a flurry of corporate activity across the sector

Traditional views using bonds for diversification are flawed in the new world. Atrium's Brendan Paul shares what makes a diversifier today.

Today we got numbers from one of the biggest players in the segment, and Tyndall's Jason Kim has run the ruler over them.

Investors have reaped the rewards of mining and big banks in the past, but Fidelity's Casey Mclean thinks tougher times are ahead.

Paul Taylor shares lessons from his 26 years of investing and some high-conviction picks for 2023 in this CIO profile.

Discover the three sectors Jason Kim of Tyndall AM believes are set to outperform

Commonwealth Bank and Rio Tinto recently hit 52-week highs. What's the significance and why should investors pay attention?

The insurance companies, and the banks, have received less investor attention and appreciation than we would have thought pre-reporting season. In this wire, I'll...

For all the hubbub of inflation being the kryptonite of markets, very few of us realised that it would be rising rates that would really do the trick.  Since the RBA...

There are several unique characteristics that make the insurance sector attractive in the current environment, including some company-specific factors which have...

Insurance is certainly on the minds of many in Australia’s East right now, with much of the nation still underwater. And while there will be clear winners and losers...

The mainstream consensus regards insurance as increasingly risky on a warming planet. In fact, some commentators have warned that Australia could be “uninsurable”. But...

QBE is currently trading at a 27% discount to the ASX200 on a 12-month forward basis, 16% below its 10-year average. Blake Hendricks from Firetrail outlines three...

In recent weeks, market sentiment has undeniably shifted away from relatively expensive, high-risk, low-quality stocks. To illustrate the magnitude of this aggregate...

After underperforming the benchmark for more than a decade, Financials are back - buoyed by a sudden switch to cyclical and economically sensitive stocks and an...

There is a US healthcare stock that has consistently delivered in terms of growth, but has been largely unappreciated by the market. Despite producing large amounts of...

I recently went to New Zealand to research the Financial sector. I was visiting banks and insurance companies, as well as seeing the regulators and getting insights...

There have been so many results which have provoked share price volatility, with the usual mix of outstanding results such as CSL balanced by disappointing results...