top of page


Capitec's Strong IFRS 17 Results
ALG Newsletter - Capitec's strong IFRS 17 results. This week we look at Capitec's insurance business using the lens of Austin Lawrence...

Adam Strydom
Aug 8, 20241 min read


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


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


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


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


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


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


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


Sanlam's Bet on SA Healthcare
ALG Newsletter - 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


Sanlam's Very Active 2 Years
ALG Newsletter - 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


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
All
bottom of page