11 January 2022
Be flexible and focus on higher yielding assets for a given level of duration
04 January 2022
We believe that perfect sustainability data should not be the enemy of good data, that is, investors should focus on companies with data and reporting goals that are directionally improving.
06 December 2021
At the end of the first week of COP26 the Glasgow Financial Alliance for Net Zero (GFANZ) committed over $130 trillion of private capital to transforming the economy for net zero. At Sanlam, we are big fans of context and context is needed for this grandiose statement.
03 December 2021
At first glance, rising inflation may seem like a relatively simple problem to fix. Central banks, such as the Bank of England and US Federal Reserve, would raise interest rates to curb demand for goods and services. This would, other things being equal, lead to a lower rate of inflation. However, the situation regarding inflation is, unfortunately, slightly more nuanced.
26 November 2021
Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
19 November 2021
Focus has increasingly shifted from setting 'net zero' targets towards action in meeting them. Here we discuss commitments to quickly reduce emissions and details of how these will be achieved.
10 November 2021
We’ve reached the end of what has been an incredibly quick business cycle. Growth has recovered, and it’s strong. Inflation is at a 20-year high. Are there only negative surprises to come?
04 November 2021
Peter Doherty, Head of Fixed Income at Sanlam Investments talks about what makes Hybrid Capital unique and how it’s used to balance diversification and risk.