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Insights
Opportunities in European equities?
European equities have lagged the US for a decade but over the longer term have kept pace. Are they now set to play catch-up and if not, then when?
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UK Equities Team
Meet the UK Equities Team
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Growth Equities Team
Meet the Growth Equities Team
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Denker Global Financials Equity Team
Meet the Denker Global Financials Equity Team
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Insights
Global equity market perspective
The Fed’s momentous U-Turn on monetary policy which began in December sparked a New Year equity rally, reversing some of the losses from the final quarter of 2018. Jerome Powell’s optimistic outlook on the US economy last October had precipitated market turbulence as investors anticipated further rate rises.
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Service
Regional Equities
Intelligent, differentiated strategies unlocking opportunities in key regions around the world.
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Global Equities
High-conviction equity investing, seeking the best global opportunities.
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Tim Day
Senior Fund Manager
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News
Sanlam UK welcomes new global equity income team headed by Mark Whitehead
Martin Currie global equity income team to join Sanlam at the end of 2020. The move supports our ambition to expand our investment offering for clients.
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Barry de Kock, CFA
Equity Analyst
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Giles Worthington
Senior Fund Manager
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Insights
Watch: Global equity markets, a tale of two halves
Global equity markets during 2018 were a tale of two halves. After an initially strong start, a number of macro concerns – especially those around emerging markets – impacted how we’ve positioned the Sanlam Global High Quality Fund. We provide some perspective on some of these concerns, and on what investors may expect for the remainder of 2019.
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