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Following Trump's tariffs, if recession concerns rise and rate expectations decline, the banking sector could be subject to profit-taking given its high valuation, while we maintain a tactical preference for the insurance sector. Given the ongoing challenges combined with Aegon's (
Analyst’s Disclosure: I/we have a beneficial long position in the shares of AEG, AEGOF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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