Big Call Screening: Münchener Rück, Allianz, Deutsche Telekom, Pepsi

Another promising story among the big caps in the insurance segment is Münchener Rück. The leading provider in terms of premium income can benefit from the prospect of rising prices and higher premium income due to the continuing major loss risks associated with climate change, while it will sustainably improve its cost base through the use of AI applications in the medium term. Fundamentally, the stock is attractively valued with a P/E ratio of 11.2 for 2027 and a dividend yield of 4.4%. In the course of the current correction in the international...