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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    Events that moved the market Q3 2017
    anemptytextlline
    12 October 2017
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    Longevity and low returns – a deadly combination for investors
    anemptytextlline
    10 October 2017
    As a financial adviser, chances are the bulk of your clients’ investments sit within a retirement fund – either an employer fund or in a retirement annuity (RA). Particularly with the increase in the tax benefit of retirement funds in March 2016, this type of investment remains an excellent choice for long-term investing. But what has become more challenging is constructing the underlying portfolio for this retirement vehicle.
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    Option for those with short time horizon
    anemptytextlline
    9 October 2017
    The fund aims to offer a higher yield than a money-market fund by taking an advantage of the yields offered by a wide range of debt instruments, including corporate bonds.
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    In cyberspace, no-one can hear you scream!
    anemptytextlline
    9 October 2017
    There are fortune tellers and powerful Sangomas out there who can address all your money problems, sort out delicate relationship issues, and even counter the evil eye. I perhaps missed the decolonised tertiary syllabus at varsity, but there is always an element of mysticism which grips the human spirit. It also is this penchant for the supernatural perhaps that often leads us to believe that not everything in the world comes with a rational explanation.
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    Market review: August 2017
    anemptytextlline
    14 September 2017
    Locally, August was the month that saw Parliament vote (again) on a motion of no confidence in President Jacob Zuma and the plight of SA citizens remain concerning as SA unemployment persists stubbornly at the 27.7% level. Because Moody’s views the situation in the country as ‘largely unchanged’ the agency announced shortly after the vote of no confidence that it is delaying its ratings decision on the SA sovereign. Good news arrived in the form of slowing consumer inflation, surprising at 4.6% in July, down from 5.1% for the previous month. Producer inflation eased too - to 3.5% - and hence there is a case for a disinflation outlook.
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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.