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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 14, 20251 min read


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 8, 20251 min read


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


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


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


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


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


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


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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