After the stock price dropped almost 40%, BlackRock is definitely worth a look again. And despite a mediocre performance of the stock market during the first quarter of fiscal 2022, BlackRock performed quite well. Despite the wide economic moat, the looming bear market (and recess...
Marsh & McLennan is the top insurance broker and a rare example of a successful serial acquirer. Margins have expanded impressively in the last decade, overcoming a soft insurance market most of the time. The insurance market has improved lately, and premium pools are expected...
S&P Global is suffering, falling 25% from its all-time high as market uncertainty hurts growth in ratings. While it resulted in lower full-year guidance, long-term growth is looking good with support from strong growth in non-rating segments. The valuation has come down and wh...