Adam Strydom
Apr 181 min
ALG Newsletter - Hard underwriting cycle. While the increased frequency of weather-related events puts pressure on near-term results, we are optimistic that the hard underwriting cycle provides meaningful upside for SA P&C insurer earnings going forward. We address the cycle, recent Lloyd's results and our HELIOS UNDERWRITING PLC research in this week's newsletter. OUTsurance Santam Insurance Old Mutual Insure Momentum Insure
https://www.linkedin.com/feed/update/urn:li:activity:7183788591217598464