Investment Landscape Articles

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    US rate hike – the biggest non-surprise of 2016?
    anemptytextlline
    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.
  • Effective Annual Cost
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    Effective Annual Cost (EAC) – What you need to know
    anemptytextlline
    29 September 2016
    Effective Annual Cost (EAC) is implemented on 1 October and will change the way clients evaluate product choices. What do you need to know about this measure that’s been designed to be used by you and your client to compare charges on retail investment products? We’ve compiled a list with frequently asked questions for easy reference.
  • 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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    Investing offshore just became a lot easier
    anemptytextlline
    25 August 2016
    The past year’s dive-and-revive manoeuvre of the rand against the dollar has once again shifted the focus to the importance of appropriate offshore investments. It’s during times of currency volatility that the timing of going offshore becomes the focus point among investors. But at Sanlam Investments we instead focus on giving clients the right type of offshore investment and less on trying to time the transaction, as the case for going offshore is supported by several other factors other than the antics of our currency.
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    Brexit & The Rise Of The Mercantilist Agenda
    anemptytextlline
    5 July 2016
    As a graduate student of economics years back, I remember reading Adam Smith and David Ricardo, economists who espoused the idea that free trade was a catalyst for wealth creation. However..
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    The 6 P's Of A Successful Retirement Plan
    anemptytextlline
    25 April 2016
    Your retirement years are something to look forward to. This is the time to spend with your grandchildren, pursue your hobbies full-time, or pursue whatever you find most fun and meaningful – at your own pace. But if you did not build up sufficient savings, this phase of your life could turn out to be highly stressful. How do you make sure that you’ve saved enough to enter your retirement years feeling confident and secure?