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.

Investment Landscape
Market Forces
Practice Management
  • Market snapshot: August 2018
    Read more
    Market review: August 2018
    17 September 2018
    The US economy soared in August, with the markets setting new four year highs. The current 9.5 year long bull market is the longest in history. Not even President Trump’s criticism of the Federal Reserve’s decision to increase rates could keep the dollar down for long… But how did this bode for emerging markets in August?
  • Read more
    As if a recession is not bad enough, low growth lies ahead
    5 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.
  • Read more
    Using your tax refund to bring home more refunds?
    24 August 2018
    This time of the year diligent investors face a pleasant problem: what to do with the tax refund they’ve received for topping up their retirement annuities in the previous tax year. But which tax-wise vehicle should they choose for reinvesting their refunds: an RA or a TFSA?
  • Market review - July 2018
    Read more
    Market review: July 2018
    10 August 2018
    The US economy performed better in July, with most sectors seeing increased performance especially in the technology and pharmaceuticals industry. As companies released their second quarter earnings, results were generally positive. But, investors remained tense as Donald Trump took to Twitter berating the Fed for continuing to raise rates.
  • Factor investing: What it is and how to use it
    Read more
    Building outcome orientated factor portfolios
    1 August 2018
    In this article we focus on an approach to build outcome-orientated multi-factor portfolios. These portfolios are designed to deliver, with high predictability, a specific risk and return outcome by using various combinations of underlying factor exposures.
  • Read more
    Ready for a dream holiday? Plan it with your RA
    25 July 2018
    Tax season is upon us and those who organised their tax affairs well in advance are now eagerly awaiting this year’s tax refund. What would you do with your refund? Fund your next holiday?