How to improve the predictability of equity returns
By Guy Fletcher: Head of Institutional Solutions and Research, Sanlam Investments Delivering persistent returns above your chosen benchmark doesn’t have to be...
moreSanlam Fixed Interest team tops
Two Sanlam portfolio managers brought home accolades for being top in their fund categories. ...
moreSIM Enhanced Yield gets AA- credit rating
Global Credit Ratings (GCR) confirmed last night the national credit fund rating it gave to the Sanlam Investment Management (SIM) Enhanced Yield Fund as AA-(ZA...
moreThe elusive one-Greek geek
In the land of volatility, is the one-Greek (“alpha”) geek still king? How often has the phrase “it’s a stock-picker’s market” been used? This b...
moreCan alternatives transform retirement fund returns?
Azola Zuma, Chief Executive for Sanlam Investment Management, debates with us the environment of ‘lower returns for longer’ that investment managers and ret...
moreIncorporating alternatives into modern portfolios
Guy Fletcher, Head of Institutional Solutions & Research, explains how it can be done. Investment managers, asset consultants and retirement fund trustees a...
moreSolving SA’s underfunding problem for retirees
It’s a common mantra in South Africa: preservation, preservation, preservation. The universal problem is that individuals do not preserve their retirement sav...
moreGeopolitics and investing
The world may appear fraught with geopolitical risk, but such perceptions cloud the vision of many investors who ignore the rich potential thrown up by the seem...
moreMegatrends in default investment strategies
What can we learn about post-retirement investment strategies from the leading pensions of the world? Last week at private dinner engagements held in Johannesbu...
moreSIM Top Choice ranks top-in-class
Consistency, high conviction and true skill pay off According to the Alexander Forbes Equity Manager Watch, the Sanlam Investment Management (SIM) Top Choice Eq...
moreDe-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 i...
moreIs 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 hal...
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