Investment Landscape
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28 March 2024anemptytextllineAs the South African Reserve Bank (SARB) announced no change to the repo rate at the March 2024 Monetary Policy Committee (MPC) meeting, investors and market analysts are cautionary but optimistic about a rate cut later this year. Against the backdrop of a challenging economic landscape marked by tepid growth, inflationary pressures, and global uncertainties, the stakes were high. Here, we delve into the intricacies of the current economic indicators and factors shaping the SARB's decision regarding the repo rate.
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27 March 2024anemptytextllineIn this sixth edition of our thought leadership newsletter, Through our Lens, we share insights, express ideas and discuss ideas and events that are currently moving the market and have an impact on the investment landscape.
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27 March 2024anemptytextllineIncome funds at the shorter end of the yield curve provide a cushion against surprises in an environment of pre-election uncertainty and weak economic growth.
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26 March 2024anemptytextllineOur Sanlam Investments Management Small Cap Fund was named South Africa’s Best Equity Mid and Small Cap Fund at the Raging Bull Awards.
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26 March 2024anemptytextllineIntroducing Mokgatla Madisha, Head of Fixed Income at Sanlam Investments. Mokgatla is an expert in bonds, with a keen understanding of emerging markets.
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26 March 2024anemptytextllineSatrix announced the launch of two new exchange traded funds (ETFs): the Satrix JSE Global Equity ETF and the Satrix MSCI ACWI ETF.