Market Insights
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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. -
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. -
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. -
15 Aug 2019anemptytextllineSouth 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. -
15 Aug 2018anemptytextllineThe opportunity set that exists in Africa presents investors with a sufficiently broad universe to bring positive, risk-adjusted benefits to institutional portfolios says Todd Micklethwaite, a member of the Client Solutions and Research team at Sanlam Investments. -
16 Jul 2018anemptytextllineThe grass isn’t always greener on the other side, and investment decisions are tough to make throughout the world’s economies.
