NEWS AND EVENTS
Keeping you up-to-date with our latest happenings
Rational markets and innovative central banks? An investor’s guide to the crisis, with Phil Smeaton
Our Chief Investment Officer Philip Smeaton, CFA spoke to Christian May at City AM this morning about how markets have behaved in recent months and the forces that could shape them over the rest of the year.
Looking Micro, Thinking Macro
Volatility in the tech sector continued this week, taking the froth out of some rich valuations. Investors are grappling with the recent market turbulence, assessing whether the pullback for equities is a sign of market health or the start of a larger drawdown that has further to go.
A complex investment landscape as valuations rise and returns fall
Equity and fixed income markets sustained their remarkable recovery last month thanks to continued government funding. But as prices rose, potential returns fell, and value became harder to find.
UK house prices hit an all-time high
UK house prices hit an all-time high this week as pent up demand fuelled the largest monthly rise in 16 years. The average home in the UK is now worth over £224,000, 3.7% more than they were last August.
TRENDING TOPICS
To keep you informed of trends affecting the financial sector, we have selected the following topics:-
Emergence of New Poles of Growth in the ICT Sector
The outlook for listed property amid COVID-19
The case for unlisted property in a multi-asset portfolio
Are equity markets in a bubble?
PUBLICATIONS
A SPECIAL COVID-19 MESSAGE FROM SANLAM
THERES NEVER BEEN A BETTER TIME TO BE AN INVESTOR
AGAIN & AGAIN | EVAN SOHUN
CRAFTSMANSHIP TAKES MANY FORMS
WEALTHSMITHS
COMMENTARY
We bring you current commentaries to unpack areas of interest in the financial sector.
USD/KES Webinar (During these uncertain times, the conversations on the stability of the KES, the management of exchange rate uncertainties, and the viability of offshore investments have become even more crucial. Arthur Kamp, Chief Economist at Sanlam Investments gives his views.
What’s to come for the South African Rand over the next 12 months? Sanlam Private Wealth South Africa’s senior investment analyst, David Lerche gives his views.
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.
Phil Smeaton, Chief Investment Officer at Sanlam UK, on what comes after countries emerge from economic
hibernation
Update from the award winning team at Sanlam Global High Quality Fund
Alwyn Van Der Merwe – Addressing the Crisis
Mike Pinggera, Head of Multi-Strategy at Sanlam UK discusses the Sanlam Multi-Strategy Fund.
Download the corresponding presentation to the video here
Managed by Pieter Fourie and his team since launch in February 2014, the fund focuses on capital growth and aims to deliver excess returns over the MSCI World Index over the long term
Download the corresponding presentation to the video here
Introducing the Sanlam Global High Quality Fund
Introducing the Sanlam Multi-Strategy Fund
Introducing Sanlam Real Assets Fund
Sanlam Interim Results 2019
Sanlam Group 2018 Annual Results
Take Five: The last of the summer wine
Investment overview by Alwyn van der Merwe, Director of Investments (Feb 2019)
Monthly commentary on Sanlam Global High Quality Fund- June 2018
Group CEO Ian Kirk discusses 2017 Annual Results highlights
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