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Investment Outcomes

Demystifying Alternatives

The Batseta Council of Retirement Funds of South Africa hosts conferences that address the concerns of retirement fund members and offer consolidated advice to trustees and principal officers. At this year’s July Winter Conference in Durban, speakers addressed the environment of ‘lower returns for longer’ that investment managers and retirement fund trustees are currently faced […]

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Market Insights

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 anxiously under the revived discussions on protectionist action and talks to upscale trading tariffs for US aluminium and steel imports. Neighbouring countries were targeted, and Canada and Mexico responded in turn, […]

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Investment Outcomes

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 even real returns in this low return environment. With this background it makes sense to add alternative investments to portfolios as a powerful diversification tool, says Pawan Singh, Head Alternative Investments | Multi […]

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Investment Outcomes

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, Sanlam Investments. Allocation to alternative asset classes such as private equity, infrastructure, real estate and unlisted credit seems to be gaining ever more traction globally. In the US, private assets have become the […]

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Investment Outcomes

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 greater pressure to look for alternative sources of alpha to optimise returns. Muted returns, volatile markets and growing complexity mean making smarter asset calls is tougher than ever. It is in this context […]

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Regulatory Reform

Trustees – Help your employees be more tax-wise

 

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Investment Outcomes

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 a function of trying to pick and blend the best active equity managers, says Guy Fletcher, Head of institutional Solutions & Research at Sanlam Investments. In his attached research paper, Fletcher demonstrates that […]

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Market Insights

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 rate by 1%, which nets the fiscus an additional R22.9 billion in 2018/19. Together with another increase in the fuel levy and excise duty increases in excess of inflation […]

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Market Insights

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 to rise. Fiscal consolidation has not worked. Why? One culprit is the depressed level of GDP growth. The good news is South Africa’s economic downturn seems to have bottomed in the […]

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Investment Outcomes

Sanlam Fixed Interest team tops

Two Sanlam portfolio managers brought home accolades for being top in their fund categories.

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most popular news

Demystifying Alternatives

Local and global markets in June

Incorporating alternatives into traditional portfolios

Evaluate alternative assets from a fresh perspective

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