ALG Newsletter - Yield spike and SA life assurers. The recent 150bp spike in SA 10-year bond yields has not yet resulted in downward share price adjustments for the SA listed life assurance sector. If the current higher bond yields are sustained, it could be very detrimental for SA life assurer performance metrics in 2025, especially relative to strong expected 31 December 2024 results, and could undo some of the positive sector dynamics since the election. Our Newsletter explores this risk. Reach out to find out more and to participate in our research. Sanlam Discovery Limited Momentum Old Mutual
17 February 2025
Comments