NEWS AND EVENTS
Keeping you up-to-date with our latest happenings
Bond yields rise as economy poised to reopen
Rising government bond yields have dominated market noise this week with the yield on 10-year US Treasuries (US Government bonds) rising to its highest level in over a year. Equity indices wobbled in response to these dynamics with fears that rising borrowing costs could derail the already fragile economic recovery.
MINING: IS THE CYCLE TURNING?
Commodity prices are soaring, some having increased to levels last seen almost a decade ago. The boom has prompted some observers to argue that the current cycle is now reaching its peak, especially against the backdrop of a still uncertain global economy following the outbreak of the COVID-19 pandemic. Should investors be concerned? Is it perhaps time to sell out and run for the hills?
Inflation remains low amid positive earnings season
The US inflation result was good news this week. Investors are acutely aware that the colossal amounts of government stimulus financed by money printing are eventually going to spill over into inflation. When this happens, central banks will find themselves in the difficult position of choosing when to act, in the knowledge that any indication of a decision to slow down monetary support will throw economies into recession.
Will we soon be a cashless society?
Have you ever wondered what it would be like to never use cash again? No more ATMs on our high streets, no loose change languishing down the back of the sofa, and no pennies under the pillow when the tooth fairy comes to visit. It may sound farfetched, but this could become a reality sooner than we think.
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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