M&G PLC

M&G benefits in several ways from higher rates due to its previously run-off insurance businesses. The company has a generous dividend policy, that should be used as a measure of their underlying profit yield, which we think can be enduringly supported and grow a little. While the underlying AM business is nothing to write home about, the exposure to higher rates, which we expect to remain structurally higher over the next decade, is a plus. » Mehr auf seekingalpha.com

UK life insurers have underperformed the wider sector and the market so far this year due to investor concerns that commercial real estate (CRE) exposure will negatively affect capital positions, but analysts at RBC Capital Markets presented 10 reasons why this was wrong. While being sympathetic to the view that there “could be complications on the horizon” for commercial real estate investors, the UK life insurers have “a number of underappreciated protections in place”, the analysts said. » Mehr auf proactiveinvestors.co.uk

Much has changed since the last update in September, with banks now hogging many of the top spots. Bank shares have gone down in the last couple of weeks and their dividend yields have gone up, because several banks have recently failed. » Mehr auf seekingalpha.com