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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  • 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.
  • All Access Summit 2018
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    Investor, know your enemy
    anemptytextlline
    30 October 2018
    Wanting to compare investment performance is only human, but it could take an investor’s eye off the real enemy: inflation. The SIM Inflation Plus Fund is mandated to deliver on two goals: shorter-term capital protection and the longer-term goal of an inflation plus return.
  • Medium Budget 2018
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    2018 Mini Budget
    anemptytextlline
    25 October 2018
    Government’s 2018 Medium Term Budget Policy Statement provides clear links between the medium-term expenditure statement on the one hand and President Ramaphosa’s growth plan on the other hand. But Revenue is the thorn in Treasury’s side and, with government debt on the rise, the risk of a ratings downgrade is back. Arthur Kamp, investment economist at Sanlam Investments, comments on yesterday’s 2018 Mini Budget.
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    Events that moved the market Q3 2018
    anemptytextlline
    10 October 2018
  • Market review: September 2018
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    Market review: September 2018
    anemptytextlline
    9 October 2018
    The US economy enjoyed relief from subdued trade disputes, which served to increase investor optimism. But across the Atlantic Ocean, Salzburg Summit talks between the UK and EU leaders turned sour, and the Pound weakened again against the Dollar.
  • Safe, steady holds secret to investment success
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    Safe, steady holds secret to investment success
    anemptytextlline
    4 October 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 the small variation in annual returns is what makes them attractive to investors wanting a steady, low-stress investment.
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    The 2018 SA recession and its impact on investors
    anemptytextlline
    28 September 2018
    Not only has South Africa entered a technical recession (two consecutive quarters of negative GDP), future growth expectations are now likely to be revised down. Investment economist Arthur Kamp explains why Sanlam Investments is revising its growth forecast for SA for 2018.