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Inside Institutional – August 2024

Inside Institutional
| Inside Institutional, Market Insights

Welcome to our August edition of Inside Institutional. As we progress through the third quarter of 2024, we reflect on the trends and developments from the first half of the year in our H1 2024 update. Register for your preferred topic here to access the full update.

As this month heralds National Women’s Day in South Africa, we take the opportunity to recognise the historic event in our history, remembering that at Sanlam Investments, we honour and celebrate women throughout the year. Look out for our #WomenInInvestments series, featuring media articles and social media coverage of our industry leaders, with a focus on equality and empowerment.

In this spirit, we feature Teboho Makhabane, our Head of ESG and Impact, who is driving change in the sustainable investing space. She shares her perspective on the urgent need for sustainable solutions in response to recent global climate challenges. Learn more about her valuable insights here.

Additionally, we discuss the impact of compounding fees on South Africans’ retirement outcomes, with perspectives from the Satrix investment team. Discover more here.

Fernando Durrell, Head of Absolute Return at Sanlam Investments Active Manager, writes that investing in SA Inc. could be a safer alternative than offshore shares in times of heightened volatility. Follow this link for more.

Rudesh Patel, Head of Sustainable Investing at Sanlam Investments Multi-Manager, explores the impact of the upcoming generational wealth transfer on the investment industry. Read his insights here.

Melville du Plessis, Portfolio Manager in our Sanlam Investments Active Management team, discusses how current optimism is driven by recent South African election results and a new government structure. Additionally, local and global inflation and interest rates continue to catalyse exceptional returns for fixed-interest funds. Read more here.

Lastly, Sanlam Investments experts participated in a panel discussion at the Batseta Winter Conference 2024, exploring “ESG Developments: Focusing on Infrastructure.” The discussion included impact investing in property, renewable energy, digital inclusion, and more. To read the recap of the panel discussion, click here.

We hope the insights shared in this edition will provide valuable perspectives on the investment landscape.

Best regards,

Tinotenda Mtemeri

Head: Distribution

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