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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (43979)11/22/2011 4:30:21 PM
From: Spekulatius  Read Replies (2) of 78702
 
MET - followed Paul into MET (starter position). I believe it is the best US Life insurance play out there, risk adjusted. they have posted a presentation on the IR part of their website where they discuss the LT impact of lower interest rates on their earnings and balance sheet. To my knowledge, they are the first life insurer to do so.
phx.corporate-ir.net

Extended periods pf lower interest rates are a key business risk for life insurers, the presentation above seems to suggest that the scenarios discussed are manageable for MET. there are a couple of other presentations in MET IR website that discuss the international aspect of MET's business. I did not know that MET is very strong in Latin america, and due to Alicon now in many markets in Asia. MET is by no means a US life insurer any more.
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