ALG Newsletter - Hard underwriting cycle. While the increased frequency of weather-related events puts pressure on near-term results, we are optimistic that the hard underwriting cycle provides meaningful upside for SA P&C insurer earnings going forward. We address the cycle, recent Lloyd's results and our HELIOS UNDERWRITING PLC research in this week's newsletter. OUTsurance Santam Insurance Old Mutual Insure Momentum Insure
ALG Newsletter - 10 April 2024
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