Insurance Australia (IAG AU): Synthetic Expert Call Transcript (26 Sep 2026)
ACCC RAC Block Signals Consolidation End-Game: The ACCC’s second rejection of IAG's AUD 1.35 billion acquisition of RAC Insurance on September...
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IAG AU: Greensill Settlement Removes Overhang. Tokio Marine Will Take Note
Suncorp was viewed as (potentially) a cleaner play fopr Tokio Marine after it sold Suncorp Bank to ANZ Group Holdings (ANZ AU) in 2024. IAG is now...
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IAG/Suncorp: Tokio Marine Kicking Tyres
According to the FT, Tokio Marine identified Suncorp as its preferred takeover target. This follows Berkshire's recent investment in Tokio Marine,...
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Insurance Australia (IAG AU): Synthetic Expert Call Transcript (28 Jul 2026)
Suncorp is a structurally cleaner target post-bank divestment, but operational complexity remains high. While Suncorp's distribution of A$4.1...
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Curator's Cut: Luxury Losing Lustre, Offshore Revived & Insurance's Two Sides
In this Curator's Cut, we survey luxury's retreat, revisit offshore services, and assess differing drivers in insurance from policy headwinds to...
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