NEWS AND EVENTS
Keeping you up-to-date with our latest happenings
Value returns, Cummings goes
This week has heralded a significant change in tone for markets. After months of outperformance by tech stocks such as Amazon, Apple and Microsoft, the tides changed this week and many investors found themselves wrong-footed by the switch in sentiment. With Pfizer’s vaccine news providing a glimmer of hope for a return to normality, cyclical stocks in industries such as travel, banking and hospitality staged a significant rally.
Sanlam to manage world’s first active global equity Shariah compliant ETF
Later this week, the international financial services group, Almalia, will launch the world’s first active global equity Shariah compliant ETF. The Almalia Sanlam Active Shariah Global Equity UCITS ETF (the ETF) will launch via the HANetf platform and will list on the London Stock Exchange later this week.
The shifting sands of sentiment
President Trump returned to the Oval Office on Wednesday, less than a week after contracting Coronavirus. He has since described his illness as “a blessing from God”, saying “I learned by really going to the school and this is the real school and this isn't the read the book school. And I get it and I understand it”. Markets wait with baited breath to discover what he might do with this newfound self-declared wisdom.
The case for multi-strategy investing
In a world where traditional asset classes aren’t offering particularly attractive prospective returns, many argue that investment in alternative assets – such as private equity, high-yield bonds, renewable energy and even cryptocurrencies – has become essential to ensure sufficient portfolio diversification.
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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