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"Market Outlook"

Insights
Our Fixed Income team share their insight on the position of the hybrid market.
Insights
Following the announcement of inflation figures in the UK, Sanlam Global Inflation-Linked Bond Fund Manager, Thomas Wells, cuts through the noise.
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
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
An update on markets following the Russian invasion of Ukraine.
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.
Insights
Guillaume Desqueyroux, Fund Manager, delivers a short update to investors on the Sanlam Credit Fund.
Insights
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
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
Giles Worthington, Fund Manager, provides an update to investors on the Fund's performance and long-term strategy.
Insights
Mike Pinggera, Head of Multi Asset at Sanlam Investments, explains the benefits of real assets (including explicit or implicit inflation linkage) and their other advantages in what is a highly uncertain world. He also discusses why investors need to consider all risks and not just the ‘known’ risks that currently monopolise the media.
Sanlam Investments focuses on long term investment performance and bespoke services for our clients. Backed by the financial strength and heritage of our global parent company , we are a boutique asset manager with autonomous investment teams, unconstrained by a “house view”.

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