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Markets

Insights
This year managed to get off to a positive start with equity markets recovering some of the losses endured at the end of 2018. This recovery was largely due to the US Federal Reserve (Fed) taking a U-turn on monetary policy.
Insights
Global markets were seeped in volatility in Q4 as the combination of trade tensions, rising interest rates, Brexit and European politics proved too much for markets in October.
Insights
Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Insights
Since the Federal Reserve (Fed) paused interest rate hikes, markets have been taking a ‘wait-and-see’ approach, leading to a recovery in equity valuations and a period of relative calm. But with inflation pressures still evident in both the US and UK, and the outlook for growth looking uncertain, our focus is on three potential scenarios as the year progresses.
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
As we find ourselves almost halfway through the year, the volatility we experienced at the end of 2018 is not only a distant memory but could also prove, with time, to have been the shock markets needed to adjust their expectations in line with reality.
Insights
Since the start of the year, equity and bond markets have continued to recover the losses experienced at the end of 2018, and the global economy is enjoying low unemployment and good (albeit slowing) earnings growth. While we can appreciate these positive conditions for now, it’s our job to look ahead, identify potential risks and position client portfolios accordingly.
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
Like any chemistry teacher will tell you, equilibrium isn’t always the optimum state. It can lack energy, opportunity and excitement. The relative calm of equity markets over the last few years may have led to happy investors, but it was driven by artificially low interest rates and, at some point, something had to give.
Insights
Traditionally, when bond yields rise equity markets fall as investors take advantage of higher returns for less risk. And in the last few weeks, we’ve seen just that. US interest rates increased, bond yields followed suit and equity markets became agitated.
Insights
According to reports, investors have withdrawn 3% of their equity investments so far this year, which is twice the amount withdrawn at the height of the 2008 financial crisis. When negative sentiment is abundant and investment risks are at large, the temptation is to cut and run for the shelter of ‘safer’ assets.
News
As 2018 draws to a close, we’re taking a slightly more defensive position on behalf of our clients, with capital protection underpinning many of our investment decisions. Here we explain why we’ve further reduced our exposure to equities, and what we see as the key risks to economic growth going forward.

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The value of investments and any income from them can fall and you may get back less than you invested.