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Inside Institutional: Edition 6

Inside Institutional
| Inside Institutional, Market Insights

A message from Tino’s desk

As we gear up to tackle the challenges and seize the opportunities that lie ahead in Q2 2024, we stay true to our commitment to building a more equitable and sustainable future for everyone. In his article, ‘2024: The Year of Sustainable Investment’, Carl Roothman, CEO of Sanlam Investment Group, highlights the urgent need for action on climate change, biodiversity loss, and human rights abuses. This echoes Sanlam Investments’ commitment to sustainability, setting the tone for our collective efforts in the coming year.

Our Head of ESG and Impact, Teboho Makhabane, reiterates the urgency of addressing climate change in her article ‘The climate megatrends demand responsible investing’. She highlights how the escalating global temperatures pose significant risks, particularly to vulnerable populations in Africa.

We are also excited to announce that Sanlam Investments has once again achieved recognition for excellence in investment management at the Raging Bull Awards. Our Sanlam Investment Management Small Cap Fund was named South Africa’s Best Equity Mid and Small Cap Fund for the fourth time. Read more about our other accolades achieved at the awards as well as our nominations.

In the face of pre-election uncertainty and subdued economic growth, investors may find solace in tactical ideas for fixed income investments. James Turp, Fixed Income Portfolio Manager, offers insights into how income funds at the shorter end of the yield curve can serve as a buffer against surprises during this period in his article ‘Tactical ideas for fixed income in an election year’.

Furthermore, despite regulatory changes, retirement funds are yet to make significant investments into alternative assets such as infrastructure and private equity amongst others. Sanan Pillay, Portfolio Manager at Sanlam Investments Multi-Manager, highlights how these investments can open up new sources of return for retirement funds in his piece ‘Unlocking retirement funds’ potential post Regulation 28’.

Finally, in line with our commitment to innovation and diversification, Satrix announced the launch of two new exchange traded funds (ETFs): the Satrix JSE Global Equity ETF and the Satrix MSCI ACWI ETF. To read more on these new ETFs, read ‘Satrix expands its fund range’.

Enjoy the read!

Best regards,

Tinotenda Mtemeri
Head: Distribution

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