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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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Waiting for Volumes to Pick-up
ALG Newsletter - Waiting for volumes to pick up. Recent updates from SA life assurers like Sanlam , Momentum Group Limited  and Old...

Adam Strydom
Jan 81 min read
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Valuable Reseach Topics
ALG Newsletter - Valuable ALG research topics. In this Newsletter, we showcase some of the research topics Austin Lawrence Gidon  has...

Adam Strydom
Nov 28, 20241 min read
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Reinet NAV Discount and PICG
ALG Newsletter - REINET INVESTMENTS  NAV discount and Pension Insurance Corporation plc . In this Newsletter, Andrew M.  looks at the...

Adam Strydom
Oct 18, 20241 min read
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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
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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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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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Where is the Growth?
Traditional life assurance growth is constrained in SA as companies increasingly rely on non-traditional SA and non-SA businesses for...

Adam Strydom
Jan 24, 20241 min read
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IFRS 17
#IFRS17 will meaningfully impact #lifeinsurance disclosure and the way investors look at these companies. It could result in a new global...

Adam Strydom
Jan 18, 20241 min read
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