Reinsurance and London the sector hotspots
European reinsurers and London market firms have made steady
gains on the stock markets this year but there is still potential
for further gains, Barclays analysts Olivia Brindle and Andy
Broadfield said in a recent note.
"We regard reinsurance as structurally the most attractive
space within European insurance at the moment", the pair said.
Reinsurers have earnings momentum on their side and there is an
increasing likelihood of investors receiving special dividends from
some companies if this year's loss experience...
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