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Gearing to SA Life Assurer Upswing
ALG Newsletter - Gearing to SA life assurer upswing. With SA's new coalition cabinet announced, we explore the gearing of the big-4 life...

Adam Strydom
Jul 29, 20241 min read
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A Turning Point for SA Life Assurers?
ALG Newsletter - A turning point for SA life assurers? Following a run in insurance counters over the past week, we reassess our view...

Adam Strydom
Jun 25, 20241 min read
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Can We Make NHI More Affordable?
ALG Newsletter - Can we make NHI more affordable? We look at the signing of the NHI Bill from a slightly different perspective. Can...

Adam Strydom
May 31, 20241 min read
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The Importance of PICG to Reinet
ALG Newsletter - The importance of PICG to Reinet. We look at the Pension Insurance Corporation plc, its strong new business growth and...

Adam Strydom
May 21, 20241 min read
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New Insurance Analysis Standard
ALG Newsletter - New insurance analysis standard. We discuss how #IFRS17 offers the potential of a uniform standard for insurance...

Adam Strydom
May 21, 20241 min read
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Hard Underwriting Cycle
ALG Newsletter - Hard underwriting cycle. While the increased frequency of weather-related events puts pressure on near-term results, we...

Adam Strydom
Apr 18, 20241 min read
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How Important is IFRS 17?
ALG Newsletter - How important is IFRS 17? Read more about why you should invest time and effort in understanding IFRS 17 better and how...

Adam Strydom
Mar 27, 20241 min read
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Sanlam's Bet on SA Healthcare
ALG Newsletter -Â Sanlam's bet on SA healthcare. Read more about Sanlam's transformative AfroCentric Group transaction, which is set to...

Adam Strydom
Mar 19, 20241 min read
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Sanlam's Very Active 2 Years
ALG Newsletter -Â Sanlam's very active 2 years. Read more about Sanlam's corporate activity over recent years, including its defensive,...

Adam Strydom
Feb 28, 20241 min read
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Why is the Assupol deal important?
ALG Newsletter - Sanlam/Assupol. Read why we believe the Assupol Holdings Limited deal is important. We expect further corporate activity...

Adam Strydom
Feb 13, 20241 min read
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