White Paper: Estimating future foreign asset returns in Rands via convolutions
Executive Summary Recent changes to Regulation 28 have had definite impacts on the investment landscape, with investors (both institutional and retail) now able...
How to invest meaningfully into Africa
The opportunity set that exists in Africa presents investors with a sufficiently broad universe to bring positive, risk-adjusted benefits to institutional portf...
The Batseta Council of Retirement Funds of South Africa hosts conferences that address the concerns of retirement fund members and offer consolidated advice to ...
Local and global markets in June
The grass isn’t always greener on the other side, and investment decisions are tough to make throughout the world’s economies. The American markets strained...
Tags: alternative investments
Incorporating alternatives into traditional portfolios
Investment managers, asset consultants and retirement fund trustees are faced with a hard fact: traditional asset classes are no longer yielding attractive or e...
Evaluate alternative assets from a fresh perspective
EXECUTIVE SUMMARY In investments, nobody wants stale numbers! A technical research paper by Jaundre Scheltema and Guy Fletcher, Client Solutions & Research,...
How to take advantage of Reg 28’s new offshore limits
… and achieve outperformance using a blend of international capabilities Executive Summary Fiduciaries and other allocators of capital have never been under g...
How to improve the predictability of equity returns
By Guy Fletcher: Head of Institutional Solutions and Research, Sanlam Investments Delivering persistent returns above your chosen benchmark doesn’t have to be...
Budget 2018: Bold, but we’re near the limit of raising tax rate
By investment economist Arthur Kamp Aligning the tax structure with the growth objective The outstanding feature of Budget 2018 is the decision to raise the VAT...
Budget 2018: Beware of focusing on the symptoms
By investment economist Arthur Kamp Despite years of tax hikes and expenditure cuts, the Budget deficit remains wide and the government’s debt ratio continues...
Sanlam Fixed Interest team tops
Two Sanlam portfolio managers brought home accolades for being top in their fund categories. ...
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