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  5. ACGL: In January, you compared FFH to BN/BAM, saying, "If rates fall it may be able to make more deals, AND, its assets owned already may increase in value further. [Arch Capital Group Ltd.]

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Q: In January, you compared FFH to BN/BAM, saying, "If rates fall it may be able to make more deals, AND, its assets owned already may increase in value further." Do you still hold to this glass-half-full outlook, or should we be concerned that the (dominant) insurance side of FFH's business will be penalized for a lowered outlook?
Asked by John on October 30, 2024
5i Research Answer:
We continue to believe that rates falling can act as a tailwind for the company as it can make...
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