Search: Markets | Sanlam Investments UK

Insights

Credit market outlook 2023

Peter Doherty's outlook for next year.

HomeKnowledge hub / Insights

Find out more

Insights

Russia Special: what the Russia-Ukraine conflict means for markets

An update on markets following the Russian invasion of Ukraine.

HomeKnowledge hub / Insights

Find out more

Insights

Global equity market perspective

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.

HomeKnowledge hub / Insights

Find out more

Insights

Q3 events that moved the market

A weak pound, a new prime minister, aggressive US rate hikes, an energy crisis in Europe, and imploding UK bonds… What else moved markets in Q3?

HomeKnowledge hub / Insights

Find out more

Insights

Would you invest in the gilt market?

It's been a turbulent week for fixed income. Thomas Wells breaks it down.

HomeKnowledge hub / Insights

Find out more

Insights

Inflation is good for business – if you can pass price increases onto customers

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.

HomeKnowledge hub / Insights

Find out more

News

Watch: Global markets - opportunity amid the storms?

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.

HomeKnowledge hub / Insights / Global markets opportunity

Find out more

Insights

Bond markets - In a sea of uncertainty?

Geopolitical turmoil and a global supply chain chaos have caused rising costs, challenging economic recovery hopes. Can inflation-linked bonds emerge as a hedge in this uncertain landscape?

HomeKnowledge hub / Insights

Find out more

Insights

Watch: Global equity markets, a tale of two halves

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.

HomeKnowledge hub / Insights

Find out more

Insights

Credit Outlook 2023

Guillaume Desqueyroux's outlook for next year

HomeKnowledge hub / Insights

Find out more

Insights

UK companies a dividend goldmine

Equity market volatility has increased in recent times and investors have experienced a far bumpier ride in 2018 than the previous year. However, regular dividend payments provide comfort to investors when the value of their investments fluctuates as a result of stock market volatility.

HomeKnowledge hub / Insights

Find out more

Insights

Value and quality for the road ahead

The events of October will no doubt be fresh in the minds of many investors as global markets sold off and investors started to question when the investment cycle will come to an end. This followed an exceptional period for the US market, which saw corporate profits rise by 40% over the past two years alone.

HomeKnowledge hub / Insights

Find out more

1
2
3
4
5
6
7
8