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Underwriting - Harder For Longer
ALG Newsletter - Underwriting - Harder for longer? Santam Insurance's 1Q25 operational update may point to a harder-for-longer...

Adam Strydom
May 211 min read
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Stunning Rise of Capitec Insurance
ALG Newsletter - Stunning rise of Capitec Insurance. Capitec Insurance grew its funeral and life policy count by 25% in FY25 compared...

Adam Strydom
Apr 251 min read
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SA Insurer Results Start Strongly
ALG Newsletter - SA insurer results start strongly. Santam Insurance , Discovery Limited  and Sanlam  have started the current results...

Adam Strydom
Mar 191 min read
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52% Increase in H125 Earnings
OUTsurance  released a super set of interim results today with a 52% increase in normalised EPS and an annualised RoE of 30.8%. The SA...

Adam Strydom
Mar 181 min read
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An Attractive route to the PE mid-market
Patria Private Equity Trust PLC Â (formerly known as abrdn Private Equity Opportunities Trust) allows investors to gain exposure to a...

Adam Strydom
Mar 111 min read
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Substantial Shareholder Distributions
Lancashire Insurance Group  released its FY24 results today and declared another 25c/share special dividend on top of the 75c/share...

Adam Strydom
Mar 111 min read
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Hard Underwriting Cycle Delivering Profit Growth
Santam Insurance  released excellent FY24 results with a 50% increase in HEPS and an RoE of 32%, driven by a more-than-doubling of...

Adam Strydom
Mar 61 min read
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SA Insurer Results: Focus Area
ALG Newsletter - SA insurer results: focus areas. The SA insurer results season is about to kick off and there are many key areas to...

Adam Strydom
Mar 41 min read
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Direct Line Deal and Capacity Update
HELIOS UNDERWRITING PLC ’s (Helios’s) share price rose by 7% in the past two months, driven by healthy syndicate underwriting capacity...

Adam Strydom
Feb 211 min read
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Yield Spike and SA Life Assurers
ALG Newsletter - Yield spike and SA life assurers. The recent 150bp spike in SA 10-year bond yields has not yet resulted in downward...

Adam Strydom
Feb 211 min read
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Reinet Becoming PICG Plus?
ALG Newsletter - Reinet becoming PICG plus? REINET LIMITED 's disposal of its entire BAT  stake is set to transform the holding company...

Adam Strydom
Feb 141 min read
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Super Year for SA Life Assurers
ALG Newsletter - Super year for SA life assurers. Discovery Limited  and Momentum  (both up 45%) led the charge to drive the FTSE/JSE...

Adam Strydom
Feb 141 min read
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