ALIZF News and Press, Allianz SE From 09/29/22

Summary The German insurer was penalized twice this year. We believe it offers a good entry point. The reinvestment yield opportunity coupled with private assets investments will be a headwind for the whole sector. Allianz's shareholder distribution policy is a good margin of ...

Summary The U.S. stock market is clearly in a bear market and lost about 25%, but "Buy the dip" might be a dangerous strategy. The S&P 500 could sink as low as 1,600 points in the coming quarter. We are looking at a few different sectors and high-quality businesses to dete...

Summary Inflation and (expected) actions by the Federal Reserve continue to dominate market movements. Markets remain very volatile following record inflation readings paired with an aggressive Fed and negative consumer sentiment. US inflation is softening in July but continues to...

Summary EFV represents a traditional profile of value stocks. It offers high earnings yield and dividend yields, with substantial US financial exposures. The heavy financial exposures work out for the current environment, EFV looks like a decent ETF. The iShares MSCI EAF...

Inflation and the better than feared earnings season dominate market movements. Markets remain very volatile following record inflation readings paired with an aggressive Fed and negative consumer sentiment. Inflation is softening in July and markets have started to rally again. U...

Allianz SE ( OTCPK:ALIZF ) was said to consider a sale of its stake in Saudi Arabian unit to free up more cash, Bloomberg reported Monday, citing people with knowledge on the matter. Shares of Allianz SE ( OTCPK:ALIZF ) are rising 1.1% in early afternoon trading in...

The EUFN ETF is supposed to allow exposure to European financials, but it has a major allocation to HSBC. The other exposures look solid and are well positioned for the rate environment. But HSBC is majorly Asia and China focused, and the Chinese government is a growing problem fo...

Allianz SE (ALIZF) Q2 2022 Earnings Conference Call August 05, 2022, 08:00 AM ET Company Participants Oliver Schmidt - Head, IR Giulio Terzariol - CFO Conference Call Participants Andrew Sinclair - Bank of America Michael Huttner - Berenberg Peter...

Allianz ( OTCPK:ALIZF ) stock fell 2.2% in Friday afternoon trading in Frankfurt after the German insurer's profit slump came in worse than expected amid market volatility . Q2 net profit attributable to shareholders of 1.71B EUR ($1.74B) fell short of the average analys...

Above all, Allianz confirmed its 2022 target. The Solvency Ratio II is back at 200%. We comment on Allianz's Q2 performance with negative and positive pieces of evidence. After our recent publication on AXA's Q2 performance , today the German insurer ([[ALIZF]]; [[AL...