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Sanlam Investments market review : May 2018

14 June 2018

The US economy continues to steer towards 2% inflation as the trade war temporarily ceases. Following the local and international displeasure voiced over the hikes in American trade tariffs, US Treasury Secretary Steven Mnuchin announced a consensus has been reached with China to reduce trade tariffs. This helped the Fed maintain the federal funds target rate at 1.5-1.75%. However, oil prices are surging in the wake of Trump removing the US from the Iran nuclear deal.

Value is abundant in expensive markets

13 June 2018

Global assets are generally trading at elevated valuation levels. Given these levels, we believe that portfolio returns (on a broad basis) will be disappointing compared to the returns South African (and other) investors have become accustomed to over the past 15 years – especially after the surge in global equities in 2017.

Flexible Income Fund boasts best in category returns since inception

13 June 2018

Fairtree’s Flexible Income Fund celebrated its ‘5th birthday’ by remaining best-in-category since inception. The fund also recently surpassed the R500m level in terms of assets under management and forms an integral part of the >R5bn in assets managed by the Fixed Income Team at Fairtree Capital.

The four best investment lessons we learn from volatility

13 June 2018

Volatility is a given in the investment world, and in the past year investors have been exposed to several events that sparked short-term volatility. There were irregularities around corporate finances, sovereign events like the ANC elective conference, and concerns around rising inflation in the United States, which led to a sharp decline in US markets earlier this year. When the headlines look bleak, many investors become excessively pessimistic and reactionary. This can be more detrimental to long term wealth creation than the volatility that sparked it in the first place. Here are the four best investment lessons we learn from volatility:

quick poll

Question

Do you think short-term insurance broking will survive the AI plus humanoid robotics age?

Answer

Human first always Not a chance Possibly maybe Yes, but reimagined

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