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2014: investment managers must seize opportunities as ‘fed speak’ turns to ‘fed action’

10 January 2014 | General

What will 2014 hold for investment management, an industry which has had an indisputably rocky ride since the 2008 global meltdown? According to Johan van der Merwe, head of Sanlam Investments (SI), the business of investing will continue to be markedly affected by both the talk and actions of the US Federal Reserve in the New Year. “The key to success for investment managers lies in pursuing opportunities to expand assets under management and diversify revenue streams. For us, the 2014 priority list includes Africa, passive investing and the South African retail market.”

The recovery illusion: are we there yet?

13 December 2013 | General

“We anticipate 2014 will be a very different year to 2013, though not necessarily easier to trade,” says Mark Phillips, analyst at Sanlam Investments’ multi-manager business. He points to a lack of conviction in the global economic recovery and continued policy uncertainty as some of the main concerns.

Going Against the Grain, Again

10 December 2013 | General

Going against the grain is never easy, particularly when it comes to investing. But if you don’t take the risk of moving out of the crowd and taking a different path, you can’t really stand out. Since its inception, Templeton Global Equity Group has focused on bottom-up value investing, which often puts it at odds with the broader market consensus. Cindy Sweeting, director of portfolio management, Templeton Global Equity Group, goes back in history to describe how the strategy has persevered through different market cycles, and why the Templeton team has been going against the grain by investing in Europe at a time when other investors had lost faith.

Does size matter and why? The case for boutique asset managers

10 December 2013 | Asset Management

Mark van der Walt, Business Development at Cannon Asset Managers, finds that size really does matter and looks at how investors can take advantage of this.

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