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 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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    Ten minutes with Jurie Strydom
    anemptytextlline
    15 August 2017
    Despite the good market run of July, SA continues to be plagued by political and economic uncertainty. ‘This is a global phenomenon and not purely a South African or even an emerging market issue,’ Jurie Strydom, CE of Sanlam Personal Finance, reminds us. We live in a world where complexity is likely only to increase, reducing predictability. It is in these times that investors and their advisers should be focused on the long-term outcomes that meet individual client needs, and resist the temptation to allow fear to drive short-termism. In a short interview Jurie shares his view on the important role financial advisers play in times of uncertainty and potential market volatility.
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    Market review: July 2017
    anemptytextlline
    15 August 2017
    July was a rewarding month for investors who stuck to their long-term financial plan and were willing to take on some risk in the form of exposure to local and global equities.
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    What do foreigners see that local investors don’t?
    anemptytextlline
    8 August 2017
    Local investors’ perception of SA assets stands in sharp contrast to foreign sentiment. Despite all the uncertainty facing South Africa, foreign investors are grabbing the yields on offer from SA fixed income assets with both hands. According to the Institute of International Finance, foreign inflows into emerging debt markets surpassed $100bn in the first half of 2017 and according to Deutsche Bank have reached an all-time high of $700bn. SA received its fair share - inflows totalled R30bn in the second quarter of 2017 and almost R45bn year to date. What do foreigners see that local investors don’t? SIM portfolio manager Melville du Plessis confirms that, despite the uncertainty in South Africa – or perhaps because of it – his team sees value in local fixed interest and credit markets.
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    Events that moved the market Q2 2017
    anemptytextlline
    3 August 2017
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    Market update: June 2017
    anemptytextlline
    27 July 2017
    Globally, the UK general election called by Theresa May to strengthen her majority resulted in a hung parliament. President Macron’s party won an outright majority in the French Parliamentary elections – making it the second successive defeat for nationalist apologists in Europe. And the ECB left rates unchanged but changed their language saying further rate cuts are off the table. What else happened during the month of June?
  • i3 summit 2017
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    Financial planning: a business reinventing itself
    anemptytextlline
    6 July 2017
    The world is currently poised at a very interesting point and we’re facing significant challenges economically and politically. These challenges are not new, but we need to prepare our clients for a few rough years ahead. ‘Where do investors go for help? To the press? To friends and family? Or do they turn online for robo-advice? I think what they need more than ever is a financial planner and this creates an opportunity for all advisers.’ That was the view of Brian Foster, author, co-founder of Beyond RDR and financial planning consultant. Foster was part of a panel discussion on financial planning practice at this year’s i3 Summit hosted by Sanlam Investments and Glacier by Sanlam.