Cohen & SteersGenworth

Cohen & Steers vs Genworth

This page compares Cohen & Steers, Inc. and Genworth Financial, Inc., outlining their business models, financial performance, and the market context in which they operate in a neutral, accessible way....

Which Baskets Do They Appear In?

Inflation-Resistant Investments | Core PCE at 2.9%

Inflation-Resistant Investments | Core PCE at 2.9%

The Federal Reserve's key inflation metric remained elevated at 2.9%, signaling that the fight against rising prices is ongoing. This creates a potential investment opportunity in companies that can thrive in a high-inflation, high-interest-rate environment.

Published: September 28, 2025

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Inflation Resilience Portfolio Explained

Inflation Resilience Portfolio Explained

The Fed's key inflation gauge remains stubbornly high, signaling that elevated price levels may persist for longer than expected. This creates an investment opportunity in companies that can thrive in an inflationary environment, such as those with the ability to raise prices or benefit from higher interest rates.

Published: September 27, 2025

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Fed Rate Policy 2025: Inflation-Resistant Stocks

Fed Rate Policy 2025: Inflation-Resistant Stocks

The Federal Reserve is holding interest rates steady, prioritizing the fight against tariff-driven inflation over employment risks. This creates an investment opportunity in companies that are well-equipped to handle a high-interest-rate environment and persistent inflation.

Published: August 22, 2025

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Investment Analysis

Pros

  • Cohen & Steers specialises in real estate securities and REITs, benefiting from sustained investor demand for listed alternatives and diversification.
  • Recent financial results exceeded analyst expectations, with both earnings and revenue surpassing forecasts, reflecting operational strength and effective management.
  • Analyst consensus acknowledges upward revisions to earnings estimates through 2026, suggesting positive momentum and potential for continued outperformance.

Considerations

  • Assets under management have declined year-over-year and remain significantly below previous peaks, indicating potential challenges in retaining or growing client funds.
  • The stock trades at a substantial premium to Morningstar’s fair value estimate, which may limit near-term upside and increase valuation risk.
  • Heavy reliance on real estate and listed alternatives exposes the firm to sector-specific volatility and potential underperformance during market downturns.

Pros

  • Genworth maintains a leading position in mortgage insurance and long-term care insurance, sectors with high barriers to entry and recurring revenue potential.
  • The company has made progress in deleveraging its balance sheet, improving financial flexibility and reducing interest expense in recent periods.
  • Ongoing efforts to optimise its legacy long-term care business could unlock value if successful, providing a potential catalyst for share price appreciation.

Considerations

  • Genworth’s long-term care insurance portfolio continues to face significant reserve adequacy and claims cost pressures, creating uncertainty around future profitability.
  • Regulatory scrutiny remains elevated for insurers in the long-term care and mortgage sectors, potentially limiting operational flexibility and increasing compliance costs.
  • The company’s growth prospects are constrained by intense competition in core markets, with limited near-term catalysts for material earnings acceleration.

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