Investing for growth: how to Brexit and Corbyn-proof your portfolio Investing for growth: how to Brexit and Corbyn-proof your portfolio
How do you tackle political risk in portfolios?
Hiding in plain sight! Hiding in plain sight!
Sometimes the investment opportunity lies right before our eyes but only those willing to dig beneath the surface will be able to capitalise on it.
Opportunities in European equities? Opportunities in European equities?
European equities have lagged the US for a decade but over the longer term have kept pace. Are they now set to play catch-up and if not, then when?
Sanlam Global High Quality Strategy exceeds £1 billion in Assets under Management Sanlam Global High Quality Strategy exceeds £1 billion in Assets under Management
Sanlam Investments, part of international financial services group Sanlam Ltd, today announced that its Global High Quality strategy has exceeded £1 billion in assets under management.
RoboDoc: Surgery and the rise of the machines RoboDoc: Surgery and the rise of the machines
With shifts in demographics come opportunities for investment. An aging population has created a new potential for healthcare technology which is destined to become more prevalent and powerful over the coming decades.
Global equity market perspective Global equity market perspective
The Fed’s momentous U-Turn on monetary policy which began in December sparked a New Year equity rally, reversing some of the losses from the final quarter of 2018. Jerome Powell’s optimistic outlook on the US economy last October had precipitated market turbulence as investors anticipated further rate rises.
Global equities: an inflation hedge with better liquidity? Global equities: an inflation hedge with better liquidity?
With traditional bonds providing limited inflation protection, investors with inflation-linked liabilities often seek alternative ‘real’ asset investments such as real estate and infrastructure. However, this may overlook what a great inflation hedge equities can be, whilst also underappreciating the potential drawbacks that alternative assets might embed.
Music royalties: a tangible investment Music royalties: a tangible investment
Imagine if you got paid every time a classic hit received air time. This is one of the reasons we invest in music royalties.
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.
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