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.
 Sanlam FOUR’s Multi-Strategy Fund triumphs at EuroHedge Absolute UCITS Awards Sanlam FOUR’s Multi-Strategy Fund triumphs at EuroHedge Absolute UCITS Awards
Congratulation’s to Mike Pinggera and his team for winning the EuroHedge Absolute UCITS Awards 2018 last night – their fourth award this year! The wins reflect the hard work of the team and helps to demonstrate the attractiveness of our proposition, especially at a time where market uncertainty increases the focus on absolute return strategies. Past performance is not a guide to future performance
Which stocks fared better during the current sell off? Which stocks fared better during the current sell off?
The severity of the October sell-off in markets has led us to do a post-mortem before the victim has been declared dead. We do not know if the sell-off is done yet but we are interested in looking at how different buckets of stocks have been holding up.
How to play the clean energy revolution How to play the clean energy revolution
When the wind blows and the sun shines, we get paid. These are two events that make us happy and help to explain why close to 30% of the Sanlam Real Assets fund is currently invested in renewable energy assets.
The bull case for the global healthcare sector The bull case for the global healthcare sector
Our investors have enjoyed healthy returns over time through selective exposure to high quality companies operating in the healthcare sector. In formulating either a positive or negative view of global healthcare businesses one has to consider the US healthcare system being the largest in the world in terms of both drug and medical device sales.
Stay invested in US equities? Stay invested in US equities?
The US economy remains by far the largest in the world with companies that are amongst the most vibrant and entrepreneurial, adapting quickly to change and successfully competing on a world stage.
The Power of Compounding Dividends The Power of Compounding Dividends
The Sanlam FOUR US Dividend Fund is managed with a value bias and a distinctive quality overlay, focusing on dividend sustainability and company valuation.
Blockchain: An enigma linked to Bitcoin mania or a transformational technology? Blockchain: An enigma linked to Bitcoin mania or a transformational technology?
When thinking about Blockchain technology, bitcoin is the obvious first thing that comes into one’s mind. Seldom does a week go by without some mention of Bitcoin or another so-called cryptocurrency (there are currently over 1300 in existence) in the news, various media outlets or by the average person on the street.
UK Equities – Untouchable or Undervalued? UK Equities – Untouchable or Undervalued?
The question on investors’ lips at the end of 2017 was “how repeatable are this year’s bumper returns?” All too often, the same fund managers who preach adherence to classical value investing principles are the first to dismiss challenged companies as value traps.
Please agree to proceed. By doing so you agree that you have read and understood the foregoing disclaimer and confirm that you are a professional investor.

Please navigate to a service or product page and add the document to your brochure to continue.

Back
Name your brochure
Your details
Thank you!

Your brochure is on its way.

Brochure Confirmation - your brochure is on its way.

We hope you find this useful.

The value of investments and any income from them can fall and you may get back less than you invested.