Insights
27 January 2020
By 2025, nearly a quarter of global GDP is estimated to come from digital technologies such as artificial intelligence and cloud computing. Companies need to embrace new technology or become obsolete. Welcome to the fourth industrial revolution!
News
08 October 2019
As an extension of Sanlam’s long-only value product, our newly inaugurated absolute return fund will target positive returns over the medium-to-longer term in all market conditions with a low correlation to traditional market indices.
Insights
03 October 2019
In this article Chris Greenland, a fund manager on the Sanlam Real Assets Fund, explains why he believes student accommodation offers a compelling investment opportunity.
Insights
24 September 2019
Beset with tightening margins and decelerating economic growth, many companies are grappling to deliver on earnings expectations. We place emphasis on selecting stocks of companies that can execute their business plans irrespective of the economic uncertainty.
Insights
21 August 2019
Managed by Mike Pinggera and his team, the Fund was launched in response to demand from existing investors for increased exposure to real assets; a key component of the award winning Sanlam Multi-Strategy Fund since its launch in 2013.
News
30 July 2019
Sanlam Investments today announced it has chosen Sustainalytics, a leading global provider of ESG research and ratings, to help enhance its investment capabilities in the UK and South Africa. Globally, there is an increased awareness of sustainable investing.
Insights
26 July 2019
Global gaming is no longer child’s play but rather a serious investment opportunity.
Insights
03 July 2019
As the world wakes up to the long-term challenge of energy production and distribution, so opportunities arise. Here, we discuss why renewable energy investments now make up 30% of the Sanlam Real Assets Fund, and why they will continue to make a very compelling investment case.
Insights
20 June 2019
How do you tackle political risk in portfolios?