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Investment Outcomes

SIM Enhanced Yield gets AA- credit rating

Global Credit Ratings (GCR) confirmed last night the national credit fund rating it gave to the Sanlam Investment Management (SIM) Enhanced Yield Fund as AA-(ZA)(f), with an outlook of stable. In determining a fund rating, GCR completes a thorough, in-depth assessment of the fund’s management as well as its historical performance in terms of return […]

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Market Insights

Ratings downgrade by S&P

Apocalypse narrowly averted by Patrice Rassou, Head of Equities at Sanlam Investment Management The sword of Damocles hanging over our heads finally fell when S&P downgraded our local sovereign debt one notch to BB on Friday, 24 November, says Patrice Rassou, Head of Equities at Sanlam Investment Management. However the nightmare scenario of a double […]

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Market Insights

Facing SA’s fiscal failure

Attention is firmly fixed on the coming round of sovereign debt rating decisions. Whatever the outcome of these reviews, it is clear that in the absence of reform, government’s fiscal position is unsustainable. Its revenue collection track record has been eroded and additional spending priorities and liquidity problems at state-owned companies threaten its expenditure ceiling, says […]

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Investment Outcomes

The elusive one-Greek geek

In the land of volatility, is the one-Greek (“alpha”) geek still king? How often has the phrase “it’s a stock-picker’s market” been used? This begs the question: are some conditions more favourable than others? And are these conditions more favourable with regard to competitors or versus the market as a whole? Guy Fletcher, Head of […]

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Market Insights

Ratings downgrades on the horizon

The Medium Term Budget Policy Statement (MTBPS) 2017 reflects an unsustainable fiscal position amidst a persistent deterioration in government net worth. Finance Minister Malusi Gigaba, in his maiden Medium-Term Budget Policy Statement (MTBPS), laid bare the extent of South Africa’s fiscal woes. Gigaba was quoted as saying that government cannot sugar-coat the state of our […]

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Investment Outcomes

Can alternatives transform retirement fund returns?

Azola Zuma, Chief Executive for Sanlam Investment Management, debates with us the environment of ‘lower returns for longer’ that investment managers and retirement fund trustees have to face. In this context, she shares some of the thought-provoking insights offered by a panel of prominent professional trustees, CIOs and asset owners at the Sanlam Investments Institutional Insights […]

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Investment Outcomes

Incorporating alternatives into modern portfolios

Guy Fletcher, Head of Institutional Solutions & Research, explains how it can be done. 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 interest rate environment, particularly internationally. With this background, additionally marked by geopolitical […]

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Investment Outcomes

Solving SA’s underfunding problem for retirees

It’s a common mantra in South Africa: preservation, preservation, preservation. The universal problem is that individuals do not preserve their retirement savings during the course of their working lives, particularly when they change jobs, and is widely accepted to be the major contributor to underfunding at retirement, said Lesley-Ann Morgan, global head of defined contributions […]

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Investment Outcomes

Geopolitics and investing

The world may appear fraught with geopolitical risk, but such perceptions cloud the vision of many investors who ignore the rich potential thrown up by the seeming disorder. Speaking to retirement fund trustees and investment professionals at the Sanlam Investments Institutional Insights conference in Johannesburg last month, former White House adviser Philippa Malmgren, at present […]

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Investment Outcomes

Megatrends in default investment strategies

What can we learn about post-retirement investment strategies from the leading pensions of the world? Last week at private dinner engagements held in Johannesburg and Cape Town, Lesley-Ann Morgan, Global Head of Defined Contribution and Retirement Strategies at Schroders UK, shared fascinating insights into post-retirement default strategies and drew interesting parallels between SA’s retirement fund […]

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most popular news

SIM Enhanced Yield gets AA- credit rating

Ratings downgrade by S&P

Facing SA’s fiscal failure

The elusive one-Greek geek

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