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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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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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most popular news

Evaluate alternative assets from a fresh perspective

How to take advantage of Reg 28’s new offshore limits

Trustees – Help your employees be more tax-wise

How to improve the predictability of equity returns

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