Market Insights
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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. -
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.
