UK housebuilders: the foundations are in place for attractive returns UK housebuilders: the foundations are in place for attractive returns
Having carried out emergency repairs post the financial crisis, UK housebuilders are better positioned to navigate any future economic volatility and remain an attractive hunting ground for investors at current valuations.
UK companies a dividend goldmine UK companies a dividend goldmine
Equity market volatility has increased in recent times and investors have experienced a far bumpier ride in 2018 than the previous year. However, regular dividend payments provide comfort to investors when the value of their investments fluctuates as a result of stock market volatility.
Watch: Global equity markets, a tale of two halves Watch: Global equity markets, a tale of two halves
Global equity markets during 2018 were a tale of two halves. After an initially strong start, a number of macro concerns – especially those around emerging markets – impacted how we’ve positioned the Sanlam Global High Quality Fund. We provide some perspective on some of these concerns, and on what investors may expect for the remainder of 2019.
Sanlam Global High Quality Fund 2018 Review Sanlam Global High Quality Fund 2018 Review
The Sanlam Global High Quality Fund 2018 review newsletter has been published. It provides a recap of market events, how the fund has fared during the period and, perhaps more interestingly, insight into the fund manager’s investment decisions.
In search of critical thinking In search of critical thinking
Behavioural economics teaches us that investors are often their own worst enemies via heuristics, biases and a general lack of control over their emotions. The instincts that worked in the plains of Africa 150,000 years ago do not work in financial markets and other aspects of modern life (like buying insurance!).
Two Sanlam Investments funds earning five FE Crowns Two Sanlam Investments funds earning five FE Crowns
FE’s bi-annual crown ratings reshuffle has taken place, with two Sanlam Investment funds achieving five crowns in the process.
Q4 2018 market and funds update Q4 2018 market and funds update
Global markets were seeped in volatility in Q4 as the combination of trade tensions, rising interest rates, Brexit and European politics proved too much for markets in October.
Value and quality for the road ahead Value and quality for the road ahead
The events of October will no doubt be fresh in the minds of many investors as global markets sold off and investors started to question when the investment cycle will come to an end. This followed an exceptional period for the US market, which saw corporate profits rise by 40% over the past two years alone.
Less style, more intelligence Less style, more intelligence
The term “value” is perhaps one of the most misused and misunderstood terms in our profession. When the style is in fashion, the term appears on countless marketing presentations. When it is not, it is magically substituted by the term quality. Even among genuine value investors, there can be countless applications of the philosophy. So how do we define our approach?
Watch: Rising US rates and the global high yield bond market Watch: Rising US rates and the global high yield bond market
Investors are hungry for income, but as US interest rates start to creep in, will that hunger remain in place for high yield bonds in particular? Barry Cowen, our senior fund manager, shares his views on asset tv.
How high can profits go? How high can profits go?
Strong earnings growth has been a powerful tailwind for equity returns over the last two years, with earnings rising by 40%. Consensus estimates expect these gains to continue, with another 17% rise in earnings forecast over the next 12 months.
Watch: Global markets - opportunity amid the storms? Watch: Global markets - opportunity amid the storms?
It’s certainly been an interesting year so far for global equity markets. Here, Pieter Fourie, head of global equities, provides some perspective on the impact of the geopolitical storms currently engulfing markets – especially in emerging economies – as well as the opportunities they might present.
The pillars of a functioning economy: why are they so important? The pillars of a functioning economy: why are they so important?
The pillars of a functioning economy guide the positioning of the Sanlam Real Assets Fund. They include healthcare, housing, energy, water, transport and education: namely, the things that enable our economy to function properly.
Sanlam FOUR rebrands to Sanlam Investments Sanlam FOUR rebrands to Sanlam Investments
Sanlam FOUR, Sanlam UK’s boutique investment arm, has today announced that it will operate under the Sanlam Investments brand effective 12th November 2018.
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