Media

NEWS AND EVENTS

Keeping you up-to-date with our latest happenings

Stability and Soothing of words

Some stability returned to markets this week as central bank remarks which aimed to alleviate some of the tensions caused by last week’s Federal Reserve meeting seemed to have the desired effect. Signs that the Fed might be slowing down its bond buying programme or even beginning to discuss rate rises caused some volatility last week. Worries that faster inflation might speed up policy tightening seemed to fade following central bank remarks

A western alternative to belt and road and expected rate rise

The last months have taught us that market sentiment can hinge on the smallest miscue. A pause, redundant adverb or glance in the wrong direction can send the market into a frenzy. These days, Federal Reserve announcements are as much about stage management as they are hard economic policy and Wednesday’s meeting was no different.

Fed treads the line

Data released yesterday showed US consumer prices rising in May at the fastest pace seen since 2009,echoing much of the sentiment which appears to have been underlying market expectations over the last few weeks. Whilst the Federal Reserve insists this inflation is transitory to justify its inaction, the definition of “transitory” is open to interpretation. Driven by a vastly expanded money supply and a number of longer-term trends, it is perhaps more likely that inflation will remain high for some time.

IS THE INVESTMENT CLOCK TICKING?

Investment professionals have for many years employed the concept of an ‘investment clock’ to determine which asset classes perform best in the various stages of the global economic cycle and interest rate changes. While the hand is currently pointing to economic and equity market recovery, is the clock ticking for investors? Is the mounting concern over inflationary pressures and possible rate hikes justified?

Load More Posts

Contact Private Wealth

    BECOME A CLIENT

    PUBLICATIONS

    MarkLives #Campaign: Sanlam’s Confidence – King James Group

    A SPECIAL COVID-19 MESSAGE FROM SANLAM

    AGAIN & AGAIN | EVAN SOHUN

    CRAFTSMANSHIP TAKES MANY FORMS

    WEALTHSMITHS

    COMMENTARY

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

    Sanlam 2020 annual results
    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.

    Page 2 of 4

    1/1 PRIVATE COLLECTION

    1/1 Private Collection is an exclusive space that explores worlds of business and luxury lifestyle. We highlight relevant and topical issues, from investment insights and market news to world-class arts and culture. To read the latest articles and/or subscribe to our monthly newsletter, click here.