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Strong Tailwinds for SA Insurers

ALG Newsletter - Strong tailwinds for SA insurers. Listed SA insurers are benefiting from strong underwriting and market tailwinds, while life assurers are facing increased competition in the mass retail space. All stocks will benefit from near-term tailwinds, but undervalued players with share buybacks like Momentum and Old Mutual are better positioned for relative performance.

21 November 2025


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