Prudential plc: My Outlook For 2026 Mirrors Global Insurance

2026-02-10 00:13:48 ET

Some investors will argue that emerging markets are the only markets that will offer impressive growth when legacy markets decline. It's my belief that this sort of conviction is currently part of what's driving the returns and upside in Prudential plc ( PUK ). In my last two articles, the last one found here, I have been neutral on this company and its longer-term or medium-term upside, citing short-term risk. I have supplemented this with broader insurance coverage across the world in companies that represent large values. These coverages include businesses like Allianz ( ALIZY ), AXA (AXAHY), and others, including North American ones....

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