Sanlam Investments

What shaped global markets in November 2024? 🌍 November saw shifting dynamics, from easing inflation and lower fuel prices to growing optimism in the US market, alongside a conservative stance by the South African Reserve Bank on interest rate cuts. Our Markets in Focus report breaks down the key trends and forces driving global returns. Read the full report here: https://bit.ly/41wAQzm

This festive season, we celebrate the achievements of the past year, and the opportunities to drive meaningful change for people, communities and the planet in 2025.   Here’s to building brighter tomorrows, together. Wishing you and your loved ones a joyful, peaceful and prosperous holiday season!   #SeasonOfGratitude #SustainableGrowth #TheFUTUREisSustainability #BrighterFuture

Our latest Currency Performance Report is out, providing a comprehensive analysis of key movements in November 2024. Swipe right for the highlights. Read the full report here: https://bit.ly/41uvHb9

Markets are at a pivotal and fascinating juncture right now, according to Mokgatla Madisha, Head of Fixed Income in our Active Management business. Mokgatla says that he expects this trend to continue in the near future. He shared insights on the factors shaping our financial landscape on CNBC Africa's Power Lunch. Key takeaways: 1. China stimulus may be starting to show effects, but spillovers into other emerging markets will be limited. 2. Markets have delivered good returns so far in 2024, but the outlook is uncertain and will likely come with higher volatility. Watch the video for more insights. #Finance #Markets #Investment #Economy

We are passionate about creating the future we need for future generations – but we’re also focused on creating impact, right now. Our CSI arm, Team Zuza, has helped us bring our commitment to ESG principles, specifically the UN Sustainable Development Goal 2: Zero Hunger, to life. Over the last three years we have established and continue to maintain thriving sustainable food gardens for the communities around us. To amplify this impact, we have partnered with Ladles of Love, who support education through meal distribution in Early Childhood Development (pre-school) centres. Their Feed the Soil programme supports vulnerable small farming communities in Cape Town, assisting urban farmers to improve the quality of their produce and contribute to sustainable food systems in the region. Robert Thompson, Head of Marketing and Communications at Sanlam Investments championed a significant donation to the Feed the Soil programme, facilitating the purchase of a refrigerated vehicle that will be used to transport fresh produce. He says: “This collaboration allows us to make a tangible impact on local communities while promoting sustainable practices in food distribution. Our commitment to SDG 2 perfectly aligns with Ladles of Love’s heartfelt mission to change lives by making wholesome food available to all.” Danny Diliberto, founder of Ladles of Love said: “Our partnership is about more than merely providing meals. It’s about dignity, respect, and creating the kind of world we all want to live in. By partnering with Sanlam Investments, we’re able to strengthen our commitment to providing nutritious, wholesome food, supporting farmers to grow sustainable produce and empowering food entrepreneurs to build businesses that uplift our economy. Together, we are building a healthier, more resilient community.” #SDG2 – With Sanette Stins, Brenda Van Schalkwyk, Douglas Smith, Kuhle Sojola, Teboho Makhabane

We’re excited to hear that Citywire SA has announced this year’s winners of its annual Fund Manager Awards, celebrating excellence in the local asset management industry. The publication describes the awards as those which “recognise the fund managers and asset management groups with funds available for sale in South Africa that have shown the best risk-adjusted performance in recent years. We calculated the best fund managers using three-year risk-adjusted performance." Fayyaz Mottiar, CFA, says: “It is an honour to be recognised by Citywire with this award, which reflects our unwavering commitment at Sanlam Investments to deliver consistent outcomes through a disciplined and proven philosophy and process.”

Just in: The SARB's Monetary Policy Committee has reduced the repurchase rate by 25 basis points to 7.75%, down from 8%. Chief Economist at Sanlam Investments, ARTHUR KAMP shares his analysis and outlook. "We expected a 25 basis points rate cut from the SARB’s Monetary Policy Committee and it has delivered. It is a good indication and given current information we can expect further cuts in 2025, although we need to be tuned in to potential risks arising from geopolitical developments or changes in aspects of US economic policy.” More in the voice note.

The South Africa Reserve Bank's Monetary Policy Committee is currently meeting to decide interest rates. Economists predict that the rates will drop by 25 basis points, bringing the repo rate down to 7.75% from 8%.

At Sanlam Investments, we believe in the power of investment to shape a future where sustainability and opportunity are accessible to all. Learn more: https://bit.ly/3C85u3i

In a joint announcement today, Sanlam is appointing Ninety One as its primary active investment manager for single-managed assets, in exchange for an approximate 12.3% stake of Ninety One’s share capital. Read the full announcement here: https://bit.ly/3V3SMgL #SanlamInvestmentManagement #Sanlam #NinetyOne