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  • 19 Aug 2019

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    A differentiated approach to asset allocation in retirement
    anemptytextlline
    The investment efficient frontiers show that, at some funding ratios, it is impossible to recover from lost opportunities, no matter how much risk is taken. This means that a retiree who started investing too late or did not take enough risk, might never reach their intended outcome. In such cases investors could consider moving towards an income providing vehicle that is guaranteed instead of a living annuity, or a combination of a life annuity and a living annuity.
  • Fiscal failure
    15 Aug 2019

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    It’s only a debt trap when the bond market says so
    anemptytextlline
    South Africa’s government finances are cause for grave concern. The only plausible way forward is to tackle the problem now, before it becomes insurmountable and government finds itself in a debt trap.
  • 25 Jul 2019

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    Emotion, serotonin and your financial plan
    anemptytextlline
    Baba Shiv, marketing professor at Stanford Graduate School of Business, was speaking last month about neural networks and how they shape emotions, motivation and ultimately your client’s financial plan at the annual i3 Summit, hosted jointly by Sanlam Investments and Glacier by Sanlam.
  • Sanlam Investments
    16 Jul 2019

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    Investments lessons from the Cape Town water crisis
    anemptytextlline
    At the sixth annual i3 Summit Satrix chief investment officer, Kingsley Williams, likened the structuring of a successful investment portfolio to choosing the right systems to harvest and store water. “We build portfolios to achieve specific objectives; if we equate water with market returns then we can see how the analogy plays out”. The trick is to have different sources of water, or a sufficiently diverse portfolio to generate excess return through both good and bad times.
  • tech generation
    12 Jul 2019

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    ‘Swipe right’ generation can point technology investors in the right direction
    anemptytextlline
    At the 2019 i3 Summit, hosted jointly by Sanlam Investments and Glacier, Richard Clode from Janus Henderson Investors talks about the investment opportunities created by technology disruption.
  • Sanlam Intelligence
    3 Jul 2019

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    The lost decade of the JSE: SA small- and mid-cap shares
    anemptytextlline
    Since Fama and French first published their US-focussed research around the so-called “size” or “small-cap premium” in 1992, it’s been debated whether this premium does in fact exist. Data on the SA market show that the cap size premium return on a rolling ten-year basis has been positive most of the time, but has diminished materially to almost zero recently. Sanlam Investments portfolio manager Vanessa van Vuuren discusses why small and mid caps currently offer good value.
  • i3 Summit
    2 Jul 2019

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    Alternative investments can ward off lacklustre returns
    anemptytextlline
    At the 2019 i3 Summit, hosted jointly by Sanlam Investments and Glacier, Gavin Ralston from Schroders shows financial advisers how to deliver better returns at lower risk by introducing alternative investments to client portfolios.
  • Sanlam Intelliegence
    24 Jun 2019

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    Business, it's time to uplift the poor
    anemptytextlline
    Addressing a packed audience of independent financial advisers and other investment industry stakeholders at the sixth annual i3 Summit, hosted jointly by Sanlam Investments and Glacier by Sanlam, Professor Thuli Madonsela appealed to business, government and society to form a strong compact to build a functioning South Africa.
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