Big Call Screening: AXA, Rational, Nasdaq, Merck

Heavyweights from the insurance sector are currently presenting a very convincing price action despite the ongoing challenging market environment. Besides our model portfolio value Allianz, AXA is particularly among the sector favorites, with the French industry leader having strong operational outlooks, especially thanks to its continued AI initiative to further optimize its cost base. Accordingly, AXA has good chances of sustainably improving its earnings development in the coming years. In light of the renewed escalating tensions in the Middle...