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"Global Equities"

Insights
The Fed’s momentous U-Turn on monetary policy which began in December sparked a New Year equity rally, reversing some of the losses from the final quarter of 2018. Jerome Powell’s optimistic outlook on the US economy last October had precipitated market turbulence as investors anticipated further rate rises.
Service
High-conviction equity investing, seeking the best global opportunities.
News
Martin Currie global equity income team to join Sanlam at the end of 2020. The move supports our ambition to expand our investment offering for clients.
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.
Insights
Chris Rodgers is joined by Head of Sustainable Global Equities, Mark Whitehead, who provides an overview of the Sanlam Sustainable Global Dividend Fund's performance, current market trends, and an outlook for the future.
Insights
Chris Rodgers is joined by Head of Global Equities, Pieter Fourie, who provides an overview of the Sanlam Global High Quality Fund's performance, current market trends, and an outlook for the future.
News
It’s certainly been an interesting year so far for global equity markets. Here, Pieter Fourie, head of global equities, provides some perspective on the impact of the geopolitical storms currently engulfing markets – especially in emerging economies – as well as the opportunities they might present.
Insights
Chris Rodgers is joined by Head of Global Equities, Pieter Fourie, who provides an overview of the Sanlam Global High Quality Fund's performance, current market trends, and an outlook for the future.

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