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2014: Where should your investment money go?

12 February 2014 | General

In the face of volatile global equity markets and structural economic challenges, there is much debate around what investors can expect going forward. It is times like this that it worth remembering that investment has always been about taking risk in the face of uncertainty and thus diversification is the cornerstone of a sound investment strategy, says Philip Liebenberg, head of absolute return at Sanlam Investments.

South African Equity best performing asset class over long run says MacroSolutions’ Long-term Perspectives yearbook

12 February 2014 | General

In the long run, South African equity has been the best-performing asset class for a typical South African balanced fund, followed by global equity, gold and then bonds, with Cash the worst-performing. This is according to Old Mutual Investment Group’s MacroSolutions boutique, which today released its first annual Long-term Perspectives yearbook, unpacking the insights offered by long-term data.

A new normal: What does it mean for global markets?

12 February 2014 | General

Five years after the unprecedentedly loose monetary policy put in place after the global financial crisis, the global economy is slowly adjusting to a more normalised world. Although economic conditions are beginning to improve in developed markets, for investors the starting point of exceptionally low interest rates and stretched equity valuations place considerable headwinds on the ability of investment markets to deliver strong returns on their own.