Sanlam Intelligence

As a professional financial adviser, you have your clients’ best interests at heart. You want to make sure your advice includes solutions that are appropriate and deliver the results your clients expect. While investment principles are timeless, markets are in constant flux. It’s in times of great uncertainty that clients contact you more frequently for reassurance. To make your life easier and help you manage these queries proactively, we provide you with insights into the markets, the economy, and ever-changing investment legislation.

Investment Landscape
Market Forces
Practice Management
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    Market Snapshot: December 2016
    19 January 2017
    Locally, the most anticipated event for December, was the potential downgrade of SA debt by ratings agency Standard and Poor’s (S&P). In the end, S&P kept the foreign currency debt rating at one notch above sub-investment grade, but downgraded the local currency debt to BBB, still two notches above junk.
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    Events that moved the market 2016
    8 January 2017
    We have summarised the main events that moved the markets – locally and globally – through-out the year 2016.
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    US rate hike – the biggest non-surprise of 2016?
    15 December 2016
    The US Federal Reserve’s decision to hike the federal funds target rate from 0.25-0.50% to 0.50-0.75% on Wednesday can hardly be described as a surprise. Already after the US presidential election results, amid a sell-off in US Treasuries, markets were pricing in a near-certain increase in the US Federal Reserve’s federal funds target rate by early December. Still, this interest rate hike is only the second of this decade and occurred much later than participants of the US Federal Open Market Committee (FOMC) expected two years ago. In December 2014, most members of the FOMC thought the federal funds target rate would be 2% or higher at end 2016.
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    2016: Market highlights and industry trends
    14 December 2016
    2016 was a tumultuous year in many respects, with the asset management industry facing a number of headwinds due to increased geopolitical uncertainty and unpredictable shock events.
  • Election Shock
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    Market update: November 2016
    8 December 2016
    November will be remembered for its political surprises, some pleasant and some unsettling – depending on your political stance. In the first week of the month Wall Street and Asian markets trembled in anticipation of a potential Trump victory. Once it became official, bond investors sold off billions of dollars of bonds. In fact, the Bloomberg Barclays Global Aggregate Total Return Index lost 4% in November, the biggest retreat since the start of the index.
  • S&P Downgrade
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    S&P downgrade?
    1 December 2016
    Says Arthur Kamp, investment economist at Sanlam Investments, as fixated as we are with the possibility of a downgrade to sub-investment grade by ratings agency Standard and Poor’s (S&P), all may not be as gloomy as predicted. One has to be careful to distinguish between our foreign currency debt and our local currency debt in determining the true extent of the debt burden, says Kamp.