Showing 100 search results for :

"Market Outlook"

Insights
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?
Insights
Peter Doherty's outlook for next year.
Insights
Guillaume Desqueyroux's outlook for next year
Insights
Alan Porter's outlook for next year.
Insights
Pieter Fourie's outlook for next year
Insights
Chris Ford's outlook for next year.
Insights
Mike Pinggera's outlook for next year
Insights
After a torrid 2022, 2023 was a better year for global bond investors. But what does 2024 hold in store?
Insights
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
Following the announcement of inflation figures in the UK, Sanlam Global Inflation-Linked Bond Fund Manager, Thomas Wells, cuts through the noise.
Insights
An update on markets following the Russian invasion of Ukraine.
Insights
Global equity markets during 2018 were a tale of two halves. After an initially strong start, a number of macro concerns – especially those around emerging markets – impacted how we’ve positioned the Sanlam Global High Quality Fund. We provide some perspective on some of these concerns, and on what investors may expect for the remainder of 2019.

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