Through our Lens – August 2024

Welcome to our August edition of Through our Lens. 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 this 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.

Kingsley Williams, Chief Investment Officer at Satrix, highlights the significant ETF boom in South Africa, the drivers behind it and the benefits for investors. For more, click 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.

We share insights from Sanlam Investments’ latest Critical Conversations webinar on South Africa’s savings challenges amid poverty, inequality and the changing retirement landscape. Read the article and watch the video recording here.

Lastly, Ralph Thomas, Head of Balanced Funds at Sanlam Investments Active Manager, offers an insightful glimpse into his professional journey. With a rich history in investment banking, Ralph elucidates his passion for pragmatic investment strategies. Delve into his story in this month’s feature of ‘In the Spotlight’.

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

Best regards,

Marthinus van der Nest

Head: Retail

Through our Lens