Investment leaders gather to tackle some tough industry issues
An internationally acclaimed investment expert last week called into question whether the investment industry really have the client’s interest at heart or whether business interests come first, at the...
View ArticleValue investing in volatile markets
Ricco Friedrich, portfolio manager of the Sanlam Investment Management (SIM) Value Fund, has shared his view on the global financial markets in the latest SIM podcast. He addresses issues such as ‘Has...
View ArticleOn balance likely a compromise will be reached
The partial shutdown of the US government has more to do with politics than economics. There are two issues. First, the current impasse relates to the inability of the US Congress to pass the necessary...
View ArticleWhy should the rest of the world save?
The US$100-billion foreign exchange reserves pool the BRIC countries have agreed to set up may help address potential liquidity problems associated with members’ balance of payments. But it cannot...
View ArticleMTBPS: Expert commentary from Sanlam, Arthur Kamp
Expert comment by Arthur Kamp, economist at Sanlam Investment Management Medium Term Budget Policy Statement (MTBPS) 2013/14 Accounting changes limit size of expected deficit for 2013/14 Accounting...
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