Through Our Lens Edition 7

As we head into the second half of the year, it’s an opportune moment to reflect on our progress and embrace future opportunities. We remain resolute in our mission to lead the way in sustainable investing in South Africa and beyond.

In this edition of Through our Lens, we unpack various aspects of sustainable investing, highlight our new initiatives aimed at fostering community growth and explore insights from our experts on equities, gold and private debt.

Sanlam Investments has launched an interconnected network of small and medium enterprises (SMEs) to boost community growth. Businesses in the network are positioned to potentially offer services and support to each other, enhancing mutual prosperity. Watch the video.

Teboho Makhabane, our Head of ESG and Impact at Sanlam Investments, explores how South Africa’s regulatory frameworks and national goals pave the way for socially responsible investing in the country. Read more here.

Pieter Fourie, Head of Global Equities at Sanlam Investments UK, emphasises the importance of active management, guiding investors through the volatile equity markets of 2024. Click here for more.

Derick Deale, Equity Analyst at Sanlam Investments, examines the evolving dynamics of investment in gold, urging a reassessment of long-term expectations of the metal.  Read more about gold’s potential here.

We also highlight the promising opportunities in private debt as Sanan Pillay, Portfolio Manager at Sanlam Investments Multi-Manager, discusses the sector’s evolution and prospects in the article, The evolution and opportunity of private debt.

Finally, James Turp, Head of Investment Strategy and Portfolio Manager for Fixed Income at Sanlam Investments’ Active Management business, shares his career journey in the latest edition of In the Spotlight.

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

Best regards,

Marthinus van der Nest

Head: Retail Distribution

Through our Lens