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Do central banks risk ‘keeping at it’ for too long?

Do central banks risk ‘keeping at it’ for too long?

13 December 2023

Throughout history, inflationary episodes have been rare. It has therefore been difficult for investors and policy makers to draw parallels of today’s experience to history.

A crisis of global integration

A crisis of global integration

12 December 2023

Even before war broke out in the Middle East, it was easy enough to make analogies to the 1970s. Inflation was running at a multi-decade high, geopolitics had been disrupted by a regional war in Eastern Europe and domestic politics in many developed economies had become startlingly polarised and fractious.

The New New normal

The New New normal

11 December 2023

It has become trite to call the world is a very uncertain place. There are always unknowns, because the economic and political future is inherently unpredictable. Many scientists can make accurate predictions because the laws of nature allow them to.

In search of well-rounded investment capability

In search of well-rounded investment capability

11 December 2023

The waters investors have had to navigate over the past three years have been exceptionally choppy. Since 2020, we have seen a brutal market correction, global bonds and equities going into retreat at the same time in 2022, a banking crisis, and more recently, yet another fallout in bond markets coupled with stock markets turning negative.

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Diversify, diversify, diversify: how to build a resilient portfolio based on the leading mantra of the investment world

Diversify, diversify, diversify: how to build a resilient portfolio based on the leading mantra of the investment world

08 December 2023
Sanlam Investments announces R46 million funding for Alien Fuel Group

Sanlam Investments announces R46 million funding for Alien Fuel Group

07 December 2023
Navigating the variety and complexity of SA Income Funds

Navigating the variety and complexity of SA Income Funds

07 December 2023
New appointment strengthens Sanlam Investments Multi-Manager DFM offering

New appointment strengthens Sanlam Investments Multi-Manager DFM offering

07 December 2023
Long-term Investing: Learnings from the Ashburton Targeted Return Fund

Long-term Investing: Learnings from the Ashburton Targeted Return Fund

07 December 2023
SA investors must consider quantitate investing ahead of the heightened uncertainty expected in 2024

SA investors must consider quantitate investing ahead of the heightened uncertainty expected in 2024

06 December 2023
Global Centre launched to accelerate climate finance

Global Centre launched to accelerate climate finance

06 December 2023
Rethinking ‘safe haven’ assets

Rethinking ‘safe haven’ assets

05 December 2023