Sanlam Intelligence

Welcome to Sanlam Intelligence. This is your portal to the latest news on a variety of topics that feature prominently in a financial adviser’s life. We provide you with up-to-date market commentary, making sure that you always have your finger on the pulse of the latest events that moved the market and are able to give your clients prompt feedback on how these events can affect their portfolios. Sanlam Intelligence also provides you with the latest information on our core solutions, empowering you to speak with authority on the solutions you chose to implement in your client’s financial plan. We are here to provide you with insights into the markets, the economy, and ever-changing investment legislation. We hope you enjoy the read.

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Investment Landscape
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    2018 – the end of easy money?
    anemptytextlline
    19 November 2018
    The global economy has been experiencing nearly a decade of strong growth. Investment economist Arthur Kamp explores the positive signals, as well as the risks that could derail this continued expansion.
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    How to invest meaningfully into Africa
    anemptytextlline
    19 November 2018
    The case for investing into African assets is compelling. But how much of an investor’s portfolio should be allocated to listed equity and how much to unlisted credit? Todd Micklethwaite, member of the Client Solutions and Research team at Sanlam Investments, did the modelling.
  • DNA
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    Africa in our investment DNA
    anemptytextlline
    19 November 2018
    Mervyn Shanmugam was appointed CEO of Alternatives at Sanlam Investments in July 2018. In his first interview since taking the helm, Mervyn shares with us some of the unique areas in which Alternatives deliver alternative sources of alpha to investors.
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    Safe and stable spell investment success
    anemptytextlline
    19 November 2018
    Though fixed interest returns are capped, unlike equity, there is a higher degree of certainty around returns than is the case with equity. Fixed interest as an investment vehicle is unapologetically boring and unsexy, but attractive to investors wanting a steady, low-stress investment. Portfolio manager Melville du Plessis shares his view on SA fixed interest.
  • Reports
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    It’s not that active managers have failed
    anemptytextlline
    18 November 2018
    It may surprise you that as an index tracker provider, Satrix believes that both active and passive investment can add value. In fact, active and index tracking funds can blend well in a diversified portfolio and it’s a good idea to consider the strengths of both sides. At a recent event organised by Satrix, passive investment veteran Charles Ellis discussed the evolution of active management over the past 50 years.
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    Satrix adds Momentum to its smart beta ETF range
    anemptytextlline
    17 November 2018
    With the popularity of value-based strategies in the South African investment industry, an allocation to a momentum strategy can significantly improve risk-adjusted returns. This is not only due to the negatively correlated nature of momentum with value – thus providing substantial diversification – but also the long-term premium embedded within a momentum investing philosophy. And the good news is that Satrix is launching a Momentum ETF in November this year.
  • All Access Summit 2018
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    Investment interrupted
    anemptytextlline
    16 November 2018
    Tesla? Bitcoin? Apple? Where should South Africans put their money now that the JSE is mostly moving sideways? Or is there still value on the JSE? Patrice Rassou, portfolio manager of the SIM Top Choice Equity Fund, argues there are bargains to be found locally.
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    Market review: October 2018
    anemptytextlline
    11 November 2018
    World markets faced turbulent times throughout October, with an estimated loss of $2 trillion.