W.R. Berkley, AIG, and Aflac are our best ideas in insurance.
Berkshire is trying to replicate GEICO strategies with moves like the direct sale of workers comp insurance online, but its success is far from assured, says Morningstar's Vincent Lui.
Its growing prominence in wealth management is responsible for the rating increase.
The narrow-moat insurance broker is poised to benefit from U.S. employers' gradual migration to private health-care exchanges, but investors should wait for a wider margin of safety.
The private exchange business could widen Aon's and Marsh's moats.
Private exchanges could offer growth catalysts but face challenges, writes Morningstar's Vincent Lui in Part 1 of a series.
We expect fund outflows at PIMCO in the wake of Gross' departure to weigh on Allianz in the next three to five years, but our long-term view for Allianz remains positive
We’re placing PIMCO parent Allianz under review as we assess the impact of the a potential flood of outflows that could follow Bill Gross to Janus.
Noninsurance operations continue to be a source of stability, while its insurance business overall may see more meager results during the next couple of years.
Morningstar’s Vincent Lui shares his thoughts on soft insurance pricing, the Coke compensation debate, and other topics from this year’s Berkshire annual meeting.
We expect a progressive change in this insurer's product mix and investment strategies.
2013 results once again demonstrate the value of Berkshire's diversified portfolio, as solid and consistent performance from the firm's non-insurance operations helped smooth out some of the volatility seen in its insurance businesses.
The ACA creates opportunities for insurance brokers, with firms like Marsh positioned to benefit the most.
We are maintaining our fair value estimate for the firm, which is currently trading in 4-star territory.
We think Prudential is overvalued and investors could be better off with Aviva.