Filter Categories
Filter - All
Investment Landscape
Legislation
Market Forces
Innovation
Practice Management
-
4 Sep 2019anemptytextllineDeveloped country stock markets were notching up steady gains until the last day of the month when the US Federal Reserve upset markets by putting paid to market expectations that a 25-basis point rate cut may be the beginning of an aggressive rate-cutting cycle. Developed market stock markets still managed to gain ground for the month but emerging markets lost ground. -
28 Aug 2019anemptytextllineDerivatives are often associated with complexity, risk and leverage but in reality they allow fund managers to put in place insurance that protects investments against downside risk. Used for hedging, they are particularly useful in times of great volatility and uncertainty, like now.
-
19 Aug 2019anemptytextllineFinancial markets are in choppy waters, with conditions profoundly changing direction overnight on a Trump tweet or expectations for the world economy. Sanlam Select navigates these challenging conditions by following a dynamic approach that gives advisers access to next generation asset managers that offer additional sources of return.
-
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.
-
6 Aug 2019anemptytextllineDeveloped country stock markets were notching up steady gains until the last day of the month when the US Federal Reserve upset markets by putting paid to market expectations that a 25-basis point rate cut may be the beginning of an aggressive rate-cutting cycle. Developed market stock markets still managed to gain ground for the month but emerging markets fell into the red.
-
24 Jul 2019anemptytextllineBaba Shiv, marketing professor at Stanford Graduate School of Business, was speaking last month about neural networks and how they shape emotions, motivation and ultimately your client’s financial plan at the annual i3 Summit, hosted jointly by Sanlam Investments and Glacier by Sanlam.
-
16 Jul 2019anemptytextllineAt the sixth annual i3 Summit Satrix chief investment officer, Kingsley Williams, likened the structuring of a successful investment portfolio to choosing the right systems to harvest and store water. “We build portfolios to achieve specific objectives; if we equate water with market returns then we can see how the analogy plays out”. The trick is to have different sources of water, or a sufficiently diverse portfolio to generate excess return through both good and bad times.
-
10 Jul 2019anemptytextllineAt the 2019 i3 Summit, hosted jointly by Sanlam Investments and Glacier, Richard Clode from Janus Henderson Investors talks about the investment opportunities created by technology disruption.
