Market Outlook
01 April 2022
Following the announcement of inflation figures in the UK, Sanlam Global Inflation-Linked Bond Fund Manager, Thomas Wells, cuts through the noise.
Video
28 March 2022
Liz Adnitt is joined by Mike Pinggera, Thomas Wells and Ryan Cloete as they discuss February's UK CPI numbers. Hear their thoughts on the outlook for inflation, whether it really is different this time and if it's too late to protect against it.
Insights
28 March 2022
With annual inflation in the US reaching its highest rate since 1981, Bénette Van Wyk, Head Of Distribution at Catalyst Fund Managers shares her insight on the potential of REITs as protection.
Insights
01 March 2022
Global Inflation-Linked Bond Fund Manager, Thomas Wells, shares his insight on the concerning developments in Ukraine and what this might mean for global markets.
Insights
23 February 2022
The juiciest opportunity in inflation-linked bonds is probably behind us, but it is not too late for those who have yet to jump aboard.
Market Outlook
04 February 2022
Markets assume that inflation will fall so the Federal Reserve will not take harsh steps to tame the rising cost of living. Inflation will remain 'higher for longer' for at least the next year.
Insights
11 January 2022
Be flexible and focus on higher yielding assets for a given level of duration
Video
04 November 2021
Peter Doherty, Head of Fixed Income at Sanlam Investments talks about what makes Hybrid Capital unique and how it’s used to balance diversification and risk.
Insights
02 September 2021
We are delighted to celebrate the fifth-year anniversary of the Sanlam Credit Fund, launched on the 31st August 2016, managed by Peter Doherty, Guillaume Desqueyroux and Darren Reece.
Insights
02 September 2021
Since launch five years ago, the Sanlam Hybrid Capital Bond Fund has delivered a total return of 42.1%, placing it at the top of the Investment Association’s (IA) Strategic Bond sector over the period.
Video
16 July 2021
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.
Insights
27 April 2021
In this Q&A Sanlam’s Head of Fixed Income Peter Doherty gives an overview of the hybrid capital market and why he believes it offers significant advantages over the traditional high yield market
Video
27 April 2021
In this video Peter Doherty, Head of Fixed Income, gives an update on the fixed income market and makes a case for why Hybrid Capital should be considered against traditional High Yield investments.
Video
21 April 2021
Tom Wells, Fund Manager, gives his views on global inflation, why now more than ever it could be eroding your portfolios and how to help mitigate it.
Video
15 December 2020
Sanlam CIO Phil Smeaton assesses market conditions, the investment outlook and the resulting impact on our clients' portfolios in this month's investment update.
Insights
20 November 2020
At a time when developed market government bond yields are close to zero, or negative in some cases, and companies are cutting or cancelling their dividends, there is much to be said for asset classes which offer a healthy and stable yield.
Insights
17 September 2020
Most diversified portfolios will have some exposure to commercial property, but with Covid-19 causing landlords of offices and shopping outlets to endure unpaid rent, and a great deal of uncertainty around future demand, should this be under review?