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European equities have lagged the US for a decade but over the longer term have kept pace. Are they now set to play catch-up and if not, then when?
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.
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.
High-conviction equity investing, seeking the best global opportunities.
Intelligent, differentiated strategies unlocking opportunities in key regions around the world.
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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