Insights

Few pensions are simple. But aspects of the NHS pension scheme have long been regarded exceedingly complex. We take a look at some of the issues and what can be done to overcome them.

In the third piece in our global megatrends series, we look at how technology, demographics, and an increasingly urbanised population – exacerbated by the pandemic – are influencing the buildings around us. From shops and offices to retirement and student accommodation and warehouses, investment demand is shifting from traditional property sectors towards new areas of future growth.

Early adoption of artificial intelligence in your portfolio could benefit from an investment theme that's transforming life as we know it. Chris Ford explains.

The Covid-19 pandemic put immense pressure on businesses, however some were still able to thrive. We take a look at some of our clients' businesses that were boosted by lockdown.

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days

The attractions of traditional commercial property sectors dropped significantly during the Covid-19 pandemic, whereas specialist sectors rose sharply. Although recent events have raised questions over the outlook for the sector, we explore why it is worth taking a closer look at some of the specialist areas within the sector that demonstrate clear prospects for strong long-term growth.

Only by doing things differently can one truly yield different results. The Sanlam Artificial Intelligence Fund uses a unique, proprietary AI platform to identify suitable companies. Chris Ford, fund manager, explains this process and how it’s used to seek out true alpha.

With quantitative easing and negtaive real rates the Fixed Income market has been a challenging one recently. In this short presentation Peter Doherty, Head of Fixed Income, explains the benefits of Hybrid Capital and how the Sanlam Hybrid Capital Fund could be a great Fixed Income addition to portfolios. 

Following our final Invested in the Future event about the Future of Happiness, we caught up with Miriam Akhtar to understand more about the science behind well-being and the ways we can apply these principles to our own lives in order to experience a more meaningful, satisfying existence.

An increasing proportion of retailers are harnessing the power of artificial intelligence (AI) to strengthen their long-term business models, from forecasting customer demand and managing stock to automating deliveries and returns. Although Covid-19 accelerated the evolution in consumers’ approach to shopping, AI is driving the long-term revolution in how those shops are run.

With UK inflation recently breaching the 2% mark, and no signs of it letting up in the near future, the value of money at the bank is set to diminish. Watch our short video, which explains the situation and what action you can take.

Concerns have been expressed about the liquidity issues associated with property funds (in general), but not all property funds are created equal.

The pandemic has left many of us questioning where we will derive happiness from in the future, having rediscovered the benefits of living a simpler life. On 6 July, we spoke to author and positive pyschology expert Miriam Akhtar about whether there is a secret to happiness and how we can maintain our happiness as we move out of lockdown.

The central banks reiterate that accelerating inflation is ‘transitory’ and not a cause for concern, but it’s our advice that investors prepare themselves for a different truth entirely: inflation is going to be higher for longer.