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The return of real returns

06 November 2017 | General

2017 is suddenly shaping up to be a very good year for investors. Global growth has picked up, and companies are reporting solid profit numbers as a result. At the same time, low global inflation suggests the world’s major economies are far from overheating, and therefore interest rates need to gradually rise to more normal levels. While the Bank of England hiked rates for the first time in a decade last week, it is unlikely to move much further given the uncertainty around Brexit. Jerome Powell’s appointment as successor to chair of the US Federal Reserve, Janet Yellen, also removes an element of monetary policy uncertainty. Powell is seen as pragmatic and likely to follow Yellen’s gradual and measured approach.

Humans vs robots: Who has the edge?

06 November 2017 | General

Modern investing merges human insight with robo efficiency, causing some to argue that the role of the human advisor is dwindling. But human judgement still has a vital role to play in active and passive investment strategies.

15 minutes with SIM’s Fred and Patrice

03 November 2017 | Equities

According to Morningstar, both the Sanlam Investment Management (SIM) Balanced and the SIM Top Choice Equity Funds have comfortably beaten their peer median over three and five years to 30 September 2017. We’ve interviewed Fred White, portfolio manager of the SIM Balanced Fund, and Patrice Rassou, at the helm of the SIM Top Choice Equity Fund, to find out how they deliver consistent value to long-term investors.

The Sygnia 4th industrial revolution global equity fund delivers an incredible 41.81% return

02 November 2017 | General

The Sygnia 4th Industrial Revolution Global Equity Fund recently celebrated its one year anniversary by giving investors a very special gift - a Rand return of 41.81% after fees. That is 13.38% higher than the return of the S&P 500 Index over the same period (until 31 October 2017).

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

View the Results