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Outlook

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Credit Outlook 2023
Guillaume Desqueyroux's outlook for next year
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The case for multi-strategy investing
In a world where traditional asset classes aren’t offering particularly attractive prospective returns, many argue that investment in alternative assets – such as private equity, high-yield bonds, renewable energy and even cryptocurrencies – has become essential to ensure sufficient portfolio diversification.
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Sanlam Investments legal disclaimer
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Sustainable Global Dividend Outlook 2023
Alan Porter's outlook for next year.
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Global High Quality Outlook 2023
Pieter Fourie's outlook for next year
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Global Artificial Intelligence Outlook 2023
Chris Ford's outlook for next year.
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Credit market outlook 2023
Peter Doherty's outlook for next year.
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Multi-Strategy Outlook 2023
Mike Pinggera's outlook for next year
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Outlook for inflation
Following the announcement of inflation figures in the UK, Sanlam Global Inflation-Linked Bond Fund Manager, Thomas Wells, cuts through the noise.
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Global Bond Outlook 2024
After a torrid 2022, 2023 was a better year for global bond investors. But what does 2024 hold in store?
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Real Assets: Environment and Outlook
The primary challenge for real asset investment companies has been the pervasive upward pressure on interest rates. This macroeconomic trend has significantly affected the investment landscape.
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Inflation is good for business – if you can pass price increases onto customers
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.
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