ALG Newsletter - A turning point for SA life assurers? Following a run in insurance counters over the past week, we reassess our view that growth potential in traditional life assurance is constrained. We consider the recent equity and bond rallies, the potential for near-term relief to the consumer and longer-term improvement in economic and employment outlook. While we see reason for optimism, many more pieces need to fall in place to sustainably change growth trajectory.
20 June 2024
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