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Inside Institutional: Edition 5

| Inside Institutional, Market Insights

A message from Tino’s desk

Welcome to the first edition of Inside Institutional for 2024! I hope you’re well-rested and recharged for the year ahead.

In this edition, our seasoned investment professionals provide their investment outlook for 2024. For in-depth insights, explore the article Sanlam Investments 2024 market insights: navigating economic shifts and investment opportunities across asset classes.

Highlighting our commitment to shaping a sustainable future, Sanlam Investments is at the forefront of exploring investments in green hydrogen. For more on the transformative power and environmental benefits of green hydrogen, click here.

Our commitment to sustainable investing (SI) is further emphasised in The Big Book of Sustainable Investing. In collaboration with Robeco, this resource will empower individuals at all levels of their sustainable investing journey, providing insights into SI fundamentals, strategy selection and market regulations, enabling informed and impactful investment decisions.

Then, the article The private sector plays a vital role in shaping SA’s energy future explores the proactive role that South Africa’s private sector is playing in addressing the country’s electricity crisis while nurturing community development and driving economic growth.

Aligned with our commitment to facilitating opportunities for quality education, Sanlam Investments is proud to highlight an investment of R40 million in education innovation, supporting Nova Pioneer’s expansion for a brighter tomorrow. Learn more about how this partnership aims to expand their footprint by adding 28 schools to their stable by 2028 in Sanlam Investments Alternatives business invests in Nova Pioneers school expansion in South Africa.

Shifting the focus to investment strategies, our Chief Investment Officer at Satrix, Kingsley Williams, advocates blending active and indexed strategies in the article The arithmetic is not in active funds’ favour, suggesting that leveraging their respective strengths can help to deliver an optimal investment outcome.

Looking ahead, the Sanlam Investments Property Impact Fund, launching this year, aims to facilitate access to affordable housing and education for South Africa’s “missing middle”, as well as to grow rural and township retail opportunities, as outlined by Manka Sebastian in the article Sanlam Investments new property fund will support a better life for the “missing middle”.

As we step into 2024, may the year ahead bring sustained prosperity, growth, and shared achievements. Our commitment to sustainable investing remains steadfast, and we eagerly anticipate another year of collaboratively shaping a greener future together.

Kind regards,

Tinotenda Mtemeri
Head: Distribution

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  1. The arithmetic is not in active funds’ favour

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