Insights
06 June 2024
The European Central Bank (ECB) announced its first interest rate cut in five years. We highlight two critical points regarding this development.
Insights
07 May 2024
Explore the repercussions of the Thames Water debt default, the outlook for bondholders, and why we think Dwr Cmyru stands out as a lower-risk alternative.
Insights
16 February 2024
Geopolitical turmoil and a global supply chain chaos have caused rising costs, challenging economic recovery hopes. Can inflation-linked bonds emerge as a hedge in this uncertain landscape?
Video
01 February 2024
Chris Rodgers is joined by Head of Fixed Income, Thomas Wells, who provides an overview of the fixed income landscape, current market trends, and an outlook for the future.
Market Outlook
14 December 2023
After a torrid 2022, 2023 was a better year for global bond investors. But what does 2024 hold in store?
Video
27 July 2023
Chris Rodgers is joined by Fund Manager, Thomas Wells, who provides an overview of the Sanlam International Inflation Linked Bond Fund's performance, current market trends, and an outlook for the future.
Video
24 April 2023
Chris Rodgers is joined by Fund Manager, Thomas Wells, who provides an overview of the Sanlam International Inflation Linked Bond Fund's performance, current market trends, and an outlook for the future.
Video
24 April 2023
Chris Rodgers is joined by Fund Manager, Guillaume Desqueyroux, who provides an overview of the Sanlam Credit Fund's performance, current market trends, and an outlook for the future.
Insights
23 March 2023
Guillaume Desqueyroux shares his insight on US and European banking systems, a week on from the collapse of SVB.
Insights
16 March 2023
Peter Doherty and Guillaume Desqueyroux break down the fallout from SVB's collapse.
Insights
18 October 2022
Is there any good news to come from the recent political and economic turmoil? Peter Doherty discusses.
Insights
30 September 2022
It's been a turbulent week for fixed income. Thomas Wells breaks it down.
Insights
28 September 2022
For the first time in at least five years and probably more like a decade, investors in £ bonds are getting paid handsomely to take risk. Is it a risk worth taking?
Insights
13 September 2022
Bonds have had a rough time in 2022 as rising interest rates and looming talks of a recession on the horizon have hampered performance and vastly reduced debt offerings. Spreads have, however, begun to narrow. Could this be the time for investors to get involved in bonds again?
Insights
14 June 2022
Guillaume Desqueyroux, Fund Manager of the Sanlam Credit Fund, offers insight into the state of the credit markets in 2022.
Insights
24 May 2022
Guillaume Desqueyroux, Fund Manager, delivers a short update to investors on the Sanlam Credit Fund.
Market Outlook
01 April 2022
Following the announcement of inflation figures in the UK, Sanlam Global Inflation-Linked Bond Fund Manager, Thomas Wells, cuts through the noise.
Video
28 March 2022
Liz Adnitt is joined by Mike Pinggera, Thomas Wells and Ryan Cloete as they discuss February's UK CPI numbers. Hear their thoughts on the outlook for inflation, whether it really is different this time and if it's too late to protect against it.
Insights
28 March 2022
With annual inflation in the US reaching its highest rate since 1981, Bénette Van Wyk, Head Of Distribution at Catalyst Fund Managers shares her insight on the potential of REITs as protection.
Insights
01 March 2022
International Inflation-Linked Bond Fund Manager, Thomas Wells, shares his insight on the concerning developments in Ukraine and what this might mean for global markets.
Insights
23 February 2022
The juiciest opportunity in inflation-linked bonds is probably behind us, but it is not too late for those who have yet to jump aboard.
Market Outlook
04 February 2022
Markets assume that inflation will fall so the Federal Reserve will not take harsh steps to tame the rising cost of living. Inflation will remain 'higher for longer' for at least the next year.
Insights
11 January 2022
Be flexible and focus on higher yielding assets for a given level of duration
Insights
02 September 2021
We are delighted to celebrate the fifth-year anniversary of the Sanlam Credit Fund, launched on the 31st August 2016, managed by Peter Doherty, Guillaume Desqueyroux and Darren Reece.
Video
21 April 2021
Tom Wells, Fund Manager, gives his views on global inflation, why now more than ever it could be eroding your portfolios and how to help mitigate it.
Insights
17 September 2020
Most diversified portfolios will have some exposure to commercial property, but with Covid-19 causing landlords of offices and shopping outlets to endure unpaid rent, and a great deal of uncertainty around future demand, should this be under review?