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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    Market review: November 2018
    anemptytextlline
    11 December 2018
    Global markets started the month hesitantly in anticipation of the US midterm elections. This, alongside the trade sanctions posed on Iran and Trump’s continued criticism of the Fed increasing interest rates, contributed to investors’ unease. And, the technology sector fell again later in November, led by a decline in the Apple share price. The decline allowed Microsoft to overtake the former giant as the world’s most valuable company.
  • Safe, steady holds secret to investment success
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    Index tracking – not passive at all
    anemptytextlline
    10 December 2018
    When investors choose to track an index this is casually referred to as “passive investing”. However, this is a misnomer of note. A practice such as passive investing doesn’t exist; every investment decision is an active decision. Let’s have a look at some of the many active decisions that need to be made before an investor ultimately ends up with an index tracker as part of his or her portfolio.
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    2018 -  A time to remember why we remain invested
    anemptytextlline
    6 December 2018
    The year 2018 started off with signals of synchronised growth across the globe, instilling a fair amount of optimism in investors. But now, as we can almost touch the end of this calendar year, the mood has turned markedly cautious. We capture the main themes of 2018 that caused the outlook among South African investors to turn glum, and cover the conversations advisers need to have with their clients to make sure clients’ portfolios pull through this low-growth environment unscathed.
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    Longevity is squeezing the life out of your savings
    anemptytextlline
    4 December 2018
    For investors, the longevity resulting from medical care has unintended consequences – how do we make our retirement savings last? “Longevity is a big problem and causing shortfalls in retirement,” said Fred White, head of Balanced Funds at Sanlam Investment Management (SIM) at the recent All Access Summit. To combat a shortfall, investing in high growth assets is essential. Fred discusses how he and co-manager Ralph Thomas enhances returns for investors in the SIM Balanced Fund.
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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.