NEWS AND
EVENTS

Rishi Sunak announces windfall tax

The noise The Federal Reserve has upwardly revised the forecast for its preferred inflation gauge, the PCI to 4.3% this year with predictions that it will decelerate to 2.5% next year. Members of the policy committee aren’t unduly worried about economic growth and expect it to “advance at a solid pace over the remainder of… Read More

Real Assets – A refuge in an uncertain world

We’re only just over halfway through H1 2022 but already investors have had to face a plethora of challenges – problems in global supply chains that just won’t go away even though the pandemic is now more than two years old, uncertainty about the timing and magnitude of interest rate rises, the return of an… Read More

US TECH STOCKS: IS IT TIME TO BUY?

Since peaking in November last year, the Nasdaq Composite Index – a proxy for the US technology sector – has declined by 17%. While valuations at the high point of the index were stretched and posed a clear risk to investors, they are now heading towards more palatable levels. Although we don’t yet see the… Read More
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Sanlam Multi Strategy Fund and Sanlam Real Assets Fund update (October 2019)

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Introducing Sanlam Real Assets Fund

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Adressing the Crisis (March 2020)

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Sanlam Global High Quality Fund update (May 2020)

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Sanlam Global Markets Commentary (June 2020)

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Sanlam WALK Mauritius with Paul Choy

Sanlam is continuing on their journey with photographer Paul Choy as he rediscovers and reconnects with Mauritius and its inhabitants. We caught up with Paul behind the scenes to chat to him about his passion for photography. Visit www.walkmauritius.com to follow the rest of the expedition.

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ZAR Commentary – Unpacking the riddle

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COMMENTARY

We bring you current commentaries to unpack areas of interest in the financial sector