Skip to content

Life & Health Insurance

Aug 05 2017

Highlighted Attractive Groups

  • Aug 5, 2017

Airlines, Life & Health Insurance, and Household Durables are among the month’s intriguing opportunities based on the current Group Selection (GS) Scores.

Dec 07 2016

Financials With Post-Election Appeal

  • Dec 7, 2016

Forces specifically driving many Financials groups include expectations for an ongoing yield rally and a steepening yield curve, tax cuts, and loosening financial regulation. While these outcomes remain largely speculation, the odds have improved and any of these developments would be a welcome change.

Apr 07 2016

Insurance Theme Intact Among Top GS Scores

  • Apr 7, 2016

Group Selection (GS) Score strength among insurance-related industry groups has been a long-running theme within our quantitative framework.

Dec 06 2013

Broad Themes Found In Auto & Insurance Industries

  • Dec 6, 2013

We like when we can find groups inside of broad themes, and these two industries are amongst the strongest in our work right now.

Sep 10 2013

Select Attractive Domestic Groups

  • Sep 10, 2013

Auto Parts & Equipment, Systems Software, Life & Health Insurance and Life Sciences Tools & Services are featured this month.

Jun 06 2013

Select Domestic Groups Upgraded To Attractive

  • Jun 6, 2013

Property & Casualty Insurance, Life & Health Insurance, Restaurants, and Apparel, Accessories & Textiles all moved into the top quintile.

Oct 03 2007

New Select Industries Group Position– Life & Health Insurance

  • Oct 3, 2007

Life & Health Insurance has rated Attractive for five months now, steadily climbing up the rankings during that time.

Jun 01 2004

Nibbling At The Financials - First Group Exposure Since 2001

  • Jun 1, 2004

Making first Financial sector purchase since 2001, buying Life & Health Insurance. On a  selected basis, there are pockets of attractive Financial groups, but we still advise being underweight this sector.

Aug 04 2000

New Select Industries Group Holding: Life Insurance

  • Aug 4, 2000

Buying Life & Health Insurance giving the Paid To Play Portfolio 12% more exposure to the broad Financial group as Fed tightening may be in its final stages.

Nov 05 1996

Insurance…Life: Increasing Portfolio Holdings

  • Nov 5, 1996

Boosting commitments in this sector by 5%. We expect lower interest rates over the next 6-12 months, and this sector should benefit.

Aug 05 1996

Life Insurance: Being Activated in Both Portfolios

  • Aug 5, 1996

Establishing a new portfolio holding in “Life Insurance”, a sector ranked as Most Attractive for seven of the last eight months.

Sep 05 1992

In Search of the Meaning of Life (Insurance)

  • Sep 5, 1992

We are activating the “Life Insurance” concept in September and plan to have an initial exposure of about 6% of our Model Equity portfolio. The sector has picked up on a relative basis in 1992, aided by declining interest rates, improved cost structures, and some reduction of concerns over real estate exposure.

Oct 01 1989

Why We Are Adding Life Insurance Stocks to the Equity Model

  • Oct 1, 1989

This may be just the type of stock that is appropriate for the late stages of a business expansion. We would expect these investments to hold up pretty well in a down market. In other words, this sector looks to be “defensive”.