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H1 underlying earnings rose 9% excluding AXA IM, while EPS increased 8%, reaching the upper end of management's 6–8% growth target. P&C profitability remained resilient, with a 90.1% combined ratio despite catastrophe losses, while higher reinvestment yields continue to support investment income. A 218% Solvency II ratio provides ample capital flexibility and supports our expectation for continued shareholder…

I present my top 10 high-yield dividend stocks for July 2026, emphasizing margin of safety, attractive valuations, and sustainable dividend growth. Names like PepsiCo, BB Seguridade, Novo Nordisk, and Rio Tinto offer undervaluation, robust yields, and strong profitability metrics, supporting both income and capital appreciation. Several picks, including VICI Properties and Canadian Natural Resources, combine high…

Q1 results confirmed the strength of AXA's franchise, with gross written premiums rising 6% to €38 billion, with a broad-based increase across the group's core segment activities. Management reiterated 2026 guidance, targeting underlying EPS growth at the upper end of 6–8%, with a new strategic plan due mid-September 2026. Natural catastrophe losses were slightly below the company's prorated annual budget despite…