News

The question of whether the market contraction offers a great entry point into equities depends on one’s view of the economic impact that Covid-19 will have and whether any of that impact will be permanent

If there is one thing equity markets are good at, it’s being able to see beyond the here and now. Which explains why markets crashed well before cases of Covid-19 had peaked in Europe and the US. Investors extrapolated what could happen, but were unable to assess the impact, hence the panic and subsequent sell-off. Now markets are calmer as they look beyond the immediate impact of Covid-19 and can model the likely range of outcomes.

On May 07, 2020, the European Commission announced the adoption of a new list of third countries which, according to the Commission, had strategic deficiencies in their anti-money laundering and counter terrorism financing (AML-CFT) regimes.

Pieter Fourie and the Global High Quality Team have cemented their successful run with a “top performer” accolade at the prestigious Investors Choice awards 2020. Many congratulations to be bestowed upon this team which was judged under the UCITS Equity Fund – Long Term Performance category.

A new Coronavirus outbreak in Beijing has worried markets this week as the number of cases in the new cluster reaches 158 as of Thursday morning. This outbreak is despite the continuation of the ban on foreign travel to China and extensive contact tracing measures. After two months of loosening lockdown measures, the city has reimposed them to prevent a second wave of infections,

On 1 July, renowned Mauritian photographer Paul Choy embarked on a journey to literally Walk Mauritius – walking around the island in 20 days to capture, reconnect and rediscover the beautiful country and its people. Paul stated, “With this walk, I want to explore Mauritius – taking the time to appreciate the things that other people miss… sharing stories of the island’s ocean, land, mountains and people with the world”.

Even the most seasoned investor will admit that the recovery in equity and fixed income markets over recent weeks has been surprisingly fast. But with marketvolatility still at large, how confident should investors reallybe feeling?

What’s to come for the South African Rand over the next 12 months? Please join us as Sanlam Private Wealth South Africa’s ‘senior investment analyst, David Lerche gives his views.
DATE: Thursday, 16 July 2020 | TIME: 10H00 (South Africa) / 12H00 (Mauritius) | REGISTRATION: online

Sanlam UK, part of the international financial services group Sanlam Ltd, last night scooped the High Growth Portfolio Performance award for its Sanlam Global Equity capability at the annual Private Asset Management (PAM) awards.

For those of you who’ve spent the last few months of lockdown wishing you had a second house by the sea, now is the time to go out and buy it! UK Chancellor Rishi Sunak has announced a series of Coronavirus recovery measures including job retention bonuses for employers, a £2bn scheme to create jobs for young people and a temporary change to stamp duty. These measures may alleviate short-term pressures but are unlikely to change the longer term dynamics of the economic recovery.