I love analysing insurance companies and highlighting the strengths of their business models. In my experience this and how it feeds through into numbers is very strongly correlated to stock market performance.

The stocks I follow include Allianz, AXA, Generali, Zurich, Sampo, Swiss Life, Baloise, CNP, Mapfre, GCO, Unipol Gruppo and UniSai, Cattolica, Vienna Insurance Group, Uniqa, and I have in the recent past also followed the reinsurers.