Sanlam Intelligence – Institutional Financial News
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31 Mar 2020anemptytextllineOn 27 March Moody’s downgraded SA local currency debt to non-investment grade, also known as ‘junk’. What does this mean for your investment? -
11 Mar 2020anemptytextllineMost major equity markets had their worst decline of the past decade and the rand weakened to nearly R17 to the US dollar on 9 March. How is Sanlam Investment Management positioned?
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31 Jan 2020anemptytextllineKalman Filters are increasingly being used in asset management as a more effective form of modelling than regression. The first reason is that the weights are not calculated in isolation. Instead the weights evolve in time exactly as a fund manager might change allocations over time. Thus the Kalman filter models real world situations while regression does not. The second reason is that the Kalman filter has a proper forecasting mechanism. Using regression for forecasting is extremely questionable since it would imply that the “average of the past describes the immediate future”, which is generally untrue in real world situations.
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4 Dec 2019anemptytextllineAs we prepare to enter the next decade we turn to trends that are already visible to understand where our ultimate direction and focus should lie. In our last message of the decade we offer you a sneak preview of the 20’s by looking at the key trends that will shape and define the local and global asset management industry.
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7 Nov 2019anemptytextllineThere is growing consensus that sustainable investing will be a mainstream discipline and key trend in the 2020’s. Regulators across the world have already set their expectations for the industry’s players with requirements of greater transparency, investment process integration and reporting. But sustainable investing is about more than ESG.
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28 Oct 2019anemptytextllineYears of fiscal consolidation - cutting expenditure and raising revenue mainly through tax increases, have failed to deliver the desired outcome. The risk is that bond market participants decide the government is not in a position to run a surplus and that the upward debt trajectory is heading into runaway territory. If so, they would dump government bonds, signaling the onset of a debt trap. Fortunately, we are not at this point at present and the government has options.
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17 Oct 2019anemptytextllineIt’s possible to yield good returns and help combat climate change in the process. In fact, according to Sanlam Investments, there’s never been a better time to be an investor.
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30 Sep 2019anemptytextllineWith private equity funds taking longer to close, managers are having to demonstrate differentiated and innovative offerings. These factors create an attractive environment to deploy investment funds.
