Big Call: CBOE Global Markets, Waste Management, General Dynamics and Talanx AG.

Insurers continue to be in demand as "safe havens" in the current market environment. Heavyweights such as AXA and our model portfolio stock Allianz have strong prospects, particularly in the property and casualty segment, thanks to rising prices, while premium income continues to increase. In light of the renewed escalation in the Middle East conflict, the market environment has recently further deteriorated significantly, which is likely to play into the hands of stock operators such as CBOE Global Markets (CBOE), thanks to the significantly...