Investment Landscape Articles

  • Safe, steady holds secret to investment success
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    Index tracking – not passive at all
    anemptytextlline
    10 December 2018
    When investors choose to track an index this is casually referred to as “passive investing”. However, this is a misnomer of note. A practice such as passive investing doesn’t exist; every investment decision is an active decision. Let’s have a look at some of the many active decisions that need to be made before an investor ultimately ends up with an index tracker as part of his or her portfolio.
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    Longevity is squeezing the life out of your savings
    anemptytextlline
    4 December 2018
    For investors, the longevity resulting from medical care has unintended consequences – how do we make our retirement savings last? “Longevity is a big problem and causing shortfalls in retirement,” said Fred White, head of Balanced Funds at Sanlam Investment Management (SIM) at the recent All Access Summit. To combat a shortfall, investing in high growth assets is essential. Fred discusses how he and co-manager Ralph Thomas enhances returns for investors in the SIM Balanced Fund.
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    How to invest meaningfully into Africa
    anemptytextlline
    19 November 2018
    The case for investing into African assets is compelling. But how much of an investor’s portfolio should be allocated to listed equity and how much to unlisted credit? Todd Micklethwaite, member of the Client Solutions and Research team at Sanlam Investments, did the modelling.
  • DNA
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    Africa in our investment DNA
    anemptytextlline
    19 November 2018
    Mervyn Shanmugam was appointed CEO of Alternatives at Sanlam Investments in July 2018. In his first interview since taking the helm, Mervyn shares with us some of the unique areas in which Alternatives deliver alternative sources of alpha to investors.
  • Reports
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    It’s not that active managers have failed
    anemptytextlline
    18 November 2018
    It may surprise you that as an index tracker provider, Satrix believes that both active and passive investment can add value. In fact, active and index tracking funds can blend well in a diversified portfolio and it’s a good idea to consider the strengths of both sides. At a recent event organised by Satrix, passive investment veteran Charles Ellis discussed the evolution of active management over the past 50 years.
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    Satrix adds Momentum to its smart beta ETF range
    anemptytextlline
    17 November 2018
    With the popularity of value-based strategies in the South African investment industry, an allocation to a momentum strategy can significantly improve risk-adjusted returns. This is not only due to the negatively correlated nature of momentum with value – thus providing substantial diversification – but also the long-term premium embedded within a momentum investing philosophy. And the good news is that Satrix is launching a Momentum ETF in November this year.