top of page


Embracing IFRS 17 - June 2024 Results
ALG Newsletter - Embracing IFRS 17 - June 2024 results. Sanlam , Discovery Limited , Old Mutual Limited , Momentum Group Limited...

Adam Strydom
Oct 18, 20241 min read
4
0


Turnaround from Old Mutual Insure
ALG Newsletter - Turnaround from Old Mutual Insure . Old Mutual South Africa 's earnings growth in 1H24 was bolstered by a strong...

Adam Strydom
Oct 17, 20241 min read
3
0


Outsurance's Topline Growth
ALG Newsletter - OUTsurance's topline growth. A hard underwriting cycle and investment in growth initiatives has driven strong topline...

Adam Strydom
Sep 27, 20241 min read
4
0


Sanlam's Post-Capitec Strategy
ALG Newsletter - Sanlam's post-Capitec strategy. Sanlam  is facing a reduction in new business volumes and new business profitability...

Adam Strydom
Sep 27, 20241 min read
12
0


Santam Trading Flags Hard Cycle
ALG Newsletter - Santam trading flags hard cycle. Santam Insurance 's trading statement points to healthy growth and supports our view...

Adam Strydom
Aug 15, 20241 min read
4
0


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
3
0


Gearing to SA Life Assurer Upswing
ALG Newsletter - Gearing to SA life assurer upswing. With SA's new coalition cabinet announced, we explore the gearing of the big-4 life...

Adam Strydom
Jul 29, 20241 min read
12
0


A Turning Point for SA Life Assurers?
ALG Newsletter - A turning point for SA life assurers? Following a run in insurance counters over the past week, we reassess our view...

Adam Strydom
Jun 25, 20241 min read
6
0


Can We Make NHI More Affordable?
ALG Newsletter - Can we make NHI more affordable? We look at the signing of the NHI Bill from a slightly different perspective. Can...

Adam Strydom
May 31, 20241 min read
0
0


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
12
0


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
1
0


Hard Underwriting Cycle
ALG Newsletter - Hard underwriting cycle. While the increased frequency of weather-related events puts pressure on near-term results, we...

Adam Strydom
Apr 18, 20241 min read
15
0
All
bottom of page