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.

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    Steady rates no surprise
    anemptytextlline
    23 September 2016
    The Reserve Bank’s decision to leave its repo rate unchanged at 7% per annum at the conclusion of its monetary policy meeting today is no surprise.
  • There is a case for a rate hike
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    There is an argument for a higher US policy rate
    anemptytextlline
    21 September 2016
    According to the US FOMC’s assessments of appropriate monetary policy, published alongside the Fed’s economic projections in December 2014, most members of the FOMC thought the federal funds target rate would be 1% or higher at end 2015 and 2% or higher at end 2016. Indeed, of the 17 participants, six expected the federal funds target rate would be higher than 3% by the end of this year. But Since December 2014, the FOMC has increased the target range for the federal funds target rate just once, in December 2015, from 0.00-0.25% to 0.25-0.50%. What are the figures causing this delay in US rate hikes?
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    Long-term performance: Are 5 years enough?
    anemptytextlline
    21 September 2016
    It used to be safe to tell clients to compare the performance of equity funds over three to five years, but it seems this yardstick needs to be rescaled. For example, comparing value and growth managers over periods shorter than three years used to be considered unfair, as each style has its season. But the value-growth-cycle appears to have lengthened. Has a ten-year measurement period become the new fair measure…?
  • Sanlam making history in the hedge fund space
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    Sanlam making history in the hedge fund space
    anemptytextlline
    15 September 2016
    Sanlam Investments has a long history as a pioneer in the hedge fund industry. In its latest quest, alternative manager Blue Ink Investments launched regulated funds of hedge funds, of which the retail funds are positioned against ASISA risk-profiled funds – Multi Asset Low Equity, Multi Asset High Equity and General Equity. This step is a first in an industry which normally uses cash as a benchmark. With these risk profiles advisers can seamlessly include funds of hedge funds in a balanced portfolio. Bonolo Zwane, MD of Blue Ink Investments, and Bruce Simpson, head of the single manager hedge fund division, tell us more about the opportunities they create for their clients and for new talent wanting to enter the hedge fund industry
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    Market update: August 2016
    anemptytextlline
    7 September 2016
    Good news - SA business confidence rises, inflation slows down and the trade surplus continues.
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    What if SA is downgraded?
    anemptytextlline
    1 September 2016
    SA’s local currency debt is currently balancing on a precipice with all three major credit rating agencies currently assigning BBB- to BBB+ to local and foreign currency credit ratings. Moody’s and S&P still have negative outlooks attached to their rating, which means there is potential for a downgrade but it is not inevitable. Fitch has a stable outlook on their rating, meaning it is unlikely they will adjust their credit rating over the next one- to two-year period, barring unforeseen events. If one or more of these agencies do announce a downgrade to junk status within the next year, how would that affect you?