NEWS AND
EVENTS
Keeping you up-to-date with our latest happenings
Rishi Sunak announces windfall tax
Real Assets – A refuge in an uncertain world
US TECH STOCKS: IS IT TIME TO BUY?
Shoppers set to spend ÂŁ9.2 billion in 4 days
This was a quiet week with US markets closed on Thursday for Thanksgiving. However, news broke overnight about a new Covid-19 variant. This led to a sell-off in markets as investors consider the potential new travel restrictions and lockdowns. This is a reminder that life will take time to get back to normal and indeed that normal may have evolved.
Read MoreWe’ve reached the peak of the business cycle, is it downhill from here?
We’ve reached the end of what has been an incredibly quick business cycle. Are there only negative surprises to come?
Growth has recovered, and it’s strong. Inflation is at a 20-year high. We are now at the peak of the business cycle. Is it all downhill from here?
The great crypto debate
This weeks US inflation report once more beat expectations as reported inflation in the US continued to rise, now sitting at 5.4% year over year. Recent weeks have seen the debate over transitory vs persistent inflation being resolved, with major company’s such as Bank of America’s CEO stating “Inflation is clearly not temporary”.
Read MoreCOMMENTARY
We bring you current commentaries to unpack areas of interest in the financial sector
Sanlam Multi Strategy Fund and Sanlam Real Assets Fund update (October 2019)