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The primary challenge for real asset investment companies has been the pervasive upward pressure on interest rates. This macroeconomic trend has significantly affected the investment landscape.

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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.

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The Risks of Mistaking Momentum Investing for Quality Investing

Beset with tightening margins and decelerating economic growth, many companies are grappling to deliver on earnings expectations. We place emphasis on selecting stocks of companies that can execute their business plans irrespective of the economic uncertainty.

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How to play the clean energy revolution

When the wind blows and the sun shines, we get paid. These are two events that make us happy and help to explain why close to 30% of the Sanlam Real Assets fund is currently invested in renewable energy assets.

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