Ishkar Singh

Given the potential impact of a sustainability transition on inflation, we map out a causal model, noting key narratives and interconnections of its components.

Embedded value will likely still be produced for many South African life insurers for at least two years, and listed insurers may be de-rated by analysts and the market.

For South African insurance in 2024, we expect to see acclimation to new reporting, adjusted political realities, and a slowly changing competitive landscape.

In our latest update for the insurance industry in South Africa, we note trends in mortality, climate risk topics, and regulatory developments.

Effective executives and boards are challenging their thinking and decisions as they manage the ongoing impact of the pandemic.