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America decides: A vote for change

America decides: A vote for change

09 November 2016

With Donald Trump emerging victorious in the US presidential race, many investors may be thinking: Now what? Here, Ed Perks, CIO of Franklin Templeton Equity, and Christopher Molumphy, CIO of Franklin Templeton Fixed Income Group, offer their initial take. One thing they agree on: there could be continued market volatility ahead.

US presidential election in the land of the free

US presidential election in the land of the free

07 November 2016

The US Presidential election takes place on Tuesday, 8 November 2016. It appears as though a victory for Democrat Hillary Clinton (without full control of Congress) is likely, but then again predicting political outcomes is hazardous. Remember Brexit?

Election nail-biter weighs on markets

Election nail-biter weighs on markets

07 November 2016

We’ll soon know who the next US president will be. Markets have already clearly signalled their preference: every uptick of support for Donald Trump in opinion polls has been met with a sell-off, and the S&P500 has fallen to its lowest level since July as the polls narrowed. South African equities have followed the US with the JSE All Share dipping to a level last seen after the Brexit vote.

Times are tough, but we’ve been here before

Times are tough, but we’ve been here before

19 October 2016

With concerns around the country’s current uncertain political and economic outlook intensifying, markets are bracing for a possible sovereign downgrade. While a downgrade will not be good news for the South African economy, in a number of instances the financial markets appear to already have discounted the event in prices.

quick poll
Question

If you had to choose one approach to protect your hard-earned investment cash from today’s market madness, which would it be?

Answer
Downgrade fears reignited

Downgrade fears reignited

17 October 2016
Investing in a low-growth world

Investing in a low-growth world

04 October 2016
From Muddling to Miracle: The path to maintaining SA’s credit rating

From Muddling to Miracle: The path to maintaining SA’s credit rating

02 October 2016
Interest rates left unchanged, but a lot to think about

Interest rates left unchanged, but a lot to think about

27 September 2016
There is an argument for a higher US policy rate

There is an argument for a higher US policy rate

22 September 2016
Negative Interest Rates: Not Without Consequences

Negative Interest Rates: Not Without Consequences

12 September 2016
The slow road to recovery for SA’s economy

The slow road to recovery for SA’s economy

12 September 2016
Sanlam Investments unpacks the events that impacted the markets and our economy during August

Sanlam Investments unpacks the events that impacted the markets and our economy during August

08 September 2016