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NEWS AND EVENTS

Keeping you up-to-date with our latest happenings

A moment of quiet

It has been a strong week for equities as further dovishness from the Federal Reserve helped bolster market sentiment. Investors were relatively unfazed by Fed Chairman Jerome Powell’s further reminders that the pandemic is far from over, or by surprisingly high applications for US state unemployment insurance.

A pause for breath

After rising to their highest point since record lows in 2020 last week, the upward momentum in US treasury yields paused. Despite this pause, Jerome Powell stated that Federal Reserve officials have been monitoring the rise in yields since January but rejected claims that it warranted concerns.

EU resumes use of AstraZeneca vaccine

The US Federal Reserve sharply upgraded their growth expectations for the US economy in 2021 from 4.2% to 6.5% despite cautioning that a full recovery from the impact of the pandemic was distant and would require ultra-easy monetary policy.

IHG: FOCUS ON QUALITY PAYS OFF INVESTMENTS

When share prices plummet as they did in the first quarter of last year, it’s not always easy to make a convincing case for continuing to hold a good-quality, but hard-hit company – especially one in the beleaguered hospitality sector. A year ago, we not only held on to but strengthened our position in Intercontinental Hotels Group (IHG).

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    COMMENTARY

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

    Ryan Cloete, Investment Analyst provides an update on the Catalyst Global Real Estate Fund
    Kokkie Kooyman, Executive Director and Portfolio Manager provides an update on the Denker Global Financial Fund
    Erik Keller, Client Portfolio Manager provides an update on the Robeco SDG Credit Income Fund.
    Pieter Fourie, Head of Global Equities and Lead Fund Manager for the Sanlam Global High Quality Equity Fund provides an update on the Sanlam Global High Quality Fund.
    Mike Pinggera, Head of Multi-Strategy provides an update on the Sanlam Multi Strategy Fund and Sanlam Real Assets Fund.

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