Market Insights
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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? -
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.
