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Investment Outcomes

De-risking and fiduciary duty

Sanlam’s Institutional Insights conference offers top global perspectives to guide fiduciaries In a landscape of continuous change and disruption, and in an investment environment marked by low growth and geopolitical instability, retirement fund trustees have to find new ways to meet their fiduciary responsibilities, said Azola Zuma, chief executive of Sanlam Investment Management at the […]

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Market Insights

Rates on hold

MPC keeps rates on hold despite the expected 25 bps cut, says Arthur Kamp, investment economist at Sanlam Investments The split-decision by the Bank’s Monetary Policy Committee (MPC) to cut its repo rate by 25 basis points to 6.75% in July 2017 appeared to signal a shift in focus away from the risks posed by […]

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Investment Outcomes

Is sentiment the new fundamental?

Patrice Rassou, head of equities at Sanlam Investment Management, explains the role that sentiment (fear and greed) plays in market movements As we pass the halfway mark of yet another turbulent year, we reflect on the paradoxical nature of markets.   For the first half of the year, global equity returns have been very good and […]

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Investment Outcomes

Interest rates and asset classes

What difference does a quarter of a percent change in interest rates make? Guy Fletcher, Head of Institutional Solutions & Research at Sanlam Investments, unpacks the knock-on effect of even a small percentage change in interest rate on your investment. Economists, media commentators and investment professionals alike spend multiple hours observing the nuances of Central […]

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Investment Outcomes

How to deliver superior returns in difficult markets

“To achieve real, robust returns, it is important to build efficient portfolios that contain a combination of more aggressive stock-selection strategies, balanced with index tracking strategies. It is only the ratios that differ…” says Patrice Rassou, Head of Equities at Sanlam Investment Management As we pass the halfway mark of yet another turbulent year, we […]

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Investment Outcomes

Still value in local fixed income

For fiduciaries, the ongoing search for yield may be closer to home than you might think, says Melville du Plessis, portfolio manager at Sanlam Investment Management Investment decisions are frequently made in the face of uncertainty – at times more so than others. The global investment landscape is characterised by constant flux due to policy […]

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Market Insights

The Growth/Inequality Nexus

By Jac Laubscher, Group Economist / Consultant 1 August 2017 South Africa has been plagued by the twin problems of high inequality and low growth ever since the start of the democratic era. (It should by now be clear that the growth spurt of the early 2000s was due to a one-off international windfall and […]

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Investment Outcomes

What’s the buzz about Smart Beta?

Every fund manager has a style – it’s how they position themselves along with their people, process and philosophy, says Guy Fletcher, Head of Research & Client Solutions at Sanlam Investments. In the beginning, we only had passive vs active, and most active managers used fundamental analysis to identify where expected outperformance would eventuate. Some […]

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Investment Outcomes

Using portable alpha to enhance a passive strategy

“Everyone likes a winner”, says Guy Fletcher, Head of Research and Client Solutions, Sanlam Investments The debate between active and passive investing has long been topical. The passive premise is built on the benefits of lower management fees and, very often, associated lower turnover costs. Actual excess returns through active stock selection has proven to […]

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Investment Outcomes

Global debt dynamics and the ongoing search for yield

What will tomorrow yield for fixed income? By Melville du Plessis, fixed interest portfolio manager at Sanlam Investment Management Global debt dynamics, once an esoteric subject of interest to macro-economists only, now appears to be in vogue and the subject matter has been covered en masse lately. We saw unprecedented fiscal and monetary policy responses […]

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most popular news

De-risking and fiduciary duty

Rates on hold

Is sentiment the new fundamental?

Interest rates and asset classes

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