Insights

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

Sanlam Senior Portfolio Manager Paul Stevens discusses how a charity’s investment policy statement can play an important role in managing your charity’s money effectively while demonstrating good governance.

Sanlam CIO Phil Smeaton assesses market conditions, the investment outlook and the resulting impact on our clients' portfolios in this month's investment update.

Lawrence Cook, Head of UK Intermediary Distribution, takes a closer look at what your clients really value.

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

Your views are very important to us. In June, we conducted a survey of our clients to understand how Covid-19 was impacting your lives and your finances

As politicians around the world continue to focus on navigating the coronavirus crisis, the US has been somewhat distracted by a bitter battle for the presidency, with all the usual bluster and drama that goes along with that. But while it’s a fascinating pantomime to watch, to what degree should we care about the outcome?

Register to join our upcoming virtual Adviser Insights event.

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

On 13 July, Rishi Sunak, the Chancellor of the Exchequer, asked the Office of Tax Simplification (OTS) to conduct a review of capital gains tax (CGT). Despite its name, the OTS is about more than simplification, and the Chancellor is thought to be considering CGT as a means of raising money in the wake of the Covid-19 crisis.

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

Equity prices have recovered from the lows in March – a remarkable comeback amid so much uncertainty. But high valuations mean less opportunity for future returns and more risk for investors, so where do we go from here?

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

Beset by ultra-low rates, many investors are questioning the value of maintaining allocations to traditional fixed income instruments. Against this backdrop, Peter Doherty offers insight into how active, non-traditional fixed income strategies offer the ability to deliver secure, positive real returns over the medium term, even in the event of modest interest rate increases.