24 April 2023
Chris Rodgers is joined by Fund Manager, Guillaume Desqueyroux, who provides an overview of the Sanlam Credit Fund's performance, current market trends, and an outlook for the future.
23 March 2023
Guillaume Desqueyroux shares his insight on US and European banking systems, a week on from the collapse of SVB.
16 March 2023
Peter Doherty and Guillaume Desqueyroux break down the fallout from SVB's collapse.
18 October 2022
Is there any good news to come from the recent political and economic turmoil? Peter Doherty discusses.
30 September 2022
It's been a turbulent week for fixed income. Thomas Wells breaks it down.
28 September 2022
For the first time in at least five years and probably more like a decade, investors in £ bonds are getting paid handsomely to take risk. Is it a risk worth taking?
13 September 2022
Bonds have had a rough time in 2022 as rising interest rates and looming talks of a recession on the horizon have hampered performance and vastly reduced debt offerings. Spreads have, however, begun to narrow. Could this be the time for investors to get involved in bonds again?
14 June 2022
Guillaume Desqueyroux, Fund Manager of the Sanlam Credit Fund, offers insight into the state of the credit markets in 2022.
24 May 2022
Guillaume Desqueyroux, Fund Manager, delivers a short update to investors on the Sanlam Credit Fund.
01 March 2022
International Inflation-Linked Bond Fund Manager, Thomas Wells, shares his insight on the concerning developments in Ukraine and what this might mean for global markets.
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.
11 January 2022
Be flexible and focus on higher yielding assets for a given level of duration
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.
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.