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These six themes ‘will be top of mind’ for active managers in 2022

These six themes ‘will be top of mind’ for active managers in 2022

The response to climate change, inflation, post-pandemic growth and China’s market interventions are among investment managers’ top concerns this year, according to Sanlam Investments. Sanlam Investments’ portfolio managers believe active managers will focus on the following six themes as they position client portfolios for maximum returns: Theme 1: Post-pandemic growth “There is a growing body […]

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Debt levels and Covid-19 – Is the worst yet to come?

DebtBusters’ latest debt index for Q2 2020 reveals that South African consumers’ debt levels continued to deteriorate over the lockdown, with higher-income earners having unsustainable debt-to-income ratios. Benay Sager, DebtBusters’ chief operating officer, says that net incomes have declined in real terms and consumers are supplementing this by borrowing heavily, especially using unsecured loans. Ask […]

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