... insurance giant Allianz, we are inclined to think that where there is smoke there is fire. If we are right about a looming inflection point in the insurance cycle, then now is the perfect time to be considering industry consolidation. Outlook We believe ...
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... yield approaching 7%. This, combined with a better technical set-up, provides us with increased confidence that a key inflection point in the share price has been reached. James Lennon is a senior analyst at investment research and funds management house ...
... has fallen and as the Western world has fallen into money printing (US, Europe, Japan) we appear to have reached an inflection point where the traditional tool of the central banks, lower interest rates, no longer stimulates spending by business and ...
... earnings estimate and offering a dividend yield of 4.34%. While these metrics are by no means cheap, we expect a looming inflection point in Macau earnings, valuation upside from the demerger of select international assets and the creation of an Australian ...
... support our view that QBE Insurance is continuing to progress its transformation. This, in combination with a looming inflection point in the insurance cycle, provides QBE Insurance with the opportunity to deliver above average earnings growth and ultimately ...
