Market Insights
-
15 August 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 July 2018anemptytextllineThe grass isn’t always greener on the other side, and investment decisions are tough to make throughout the world’s economies. -
22 February 2018anemptytextllineThe outstanding feature of Budget 2018 is the decision to raise the VAT rate by 1%, which nets the fiscus an additional R22.9 billion in 2018/19. -
21 February 2018anemptytextllineDespite years of tax hikes and expenditure cuts, the Budget deficit remains wide and the government’s debt ratio continues to rise. -
30 November 2017anemptytextllineGlobal Credit Ratings (GCR) confirmed last night the national credit fund rating it gave to the Sanlam Investment Management (SIM) Enhanced Yield Fund as AA-(ZA)(f), with an outlook of stable -
27 November 2017anemptytextllineThe sword of Damocles hanging over our heads finally fell when S&P downgraded our local sovereign debt one notch to BB on Friday, 24 November, says Patrice Rassou, Head of Equities at Sanlam Investment Management.
