Market Forces Articles

  • Sanlam Intelligence
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    Market review: December 2018
    anemptytextlline
    17 January 2019
    While emerging markets wobbled alongside global markets during December, the MSCI Emerging Market Index fared better than the MSCI World Index. But, over half the JSE’s stocks have entered the bear market space and investors gained little from the virtually non-existent “Santa Rally”.
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    Market review: November 2018
    anemptytextlline
    11 December 2018
    Global markets started the month hesitantly in anticipation of the US midterm elections. This, alongside the trade sanctions posed on Iran and Trump’s continued criticism of the Fed increasing interest rates, contributed to investors’ unease. And, the technology sector fell again later in November, led by a decline in the Apple share price. The decline allowed Microsoft to overtake the former giant as the world’s most valuable company.
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    2018 -  A time to remember why we remain invested
    anemptytextlline
    6 December 2018
    The year 2018 started off with signals of synchronised growth across the globe, instilling a fair amount of optimism in investors. But now, as we can almost touch the end of this calendar year, the mood has turned markedly cautious. We capture the main themes of 2018 that caused the outlook among South African investors to turn glum, and cover the conversations advisers need to have with their clients to make sure clients’ portfolios pull through this low-growth environment unscathed.
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    2018 – the end of easy money?
    anemptytextlline
    19 November 2018
    The global economy has been experiencing nearly a decade of strong growth. Investment economist Arthur Kamp explores the positive signals, as well as the risks that could derail this continued expansion.
  • 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.
  • All Access Summit 2018
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    Investment interrupted
    anemptytextlline
    16 November 2018
    Tesla? Bitcoin? Apple? Where should South Africans put their money now that the JSE is mostly moving sideways? Or is there still value on the JSE? Patrice Rassou, portfolio manager of the SIM Top Choice Equity Fund, argues there are bargains to be found locally.