Sanlam expects Santam deal to lift returns
Sanlam says buying out Santam’s minority shareholders would support earnings growth, improve capital allocation and help lift adjusted return on equity above 20% by 2030.
#earningsgrowth
US bonds: Follow the money
Asset managers have increased their US Treasury exposure since September, but the outlook for bond yields and equity valuations remains tied to interest rates and AI spending.
Why I’m bracing for a surge in stock market volatility
Rising bond yields and widening credit spreads suggest mounting risk, but equity valuations have yet to reflect it, raising the prospect of sharper market drawdowns.
The investment cycle: Mid-cycle pause with high forecast risk
US equities may reflect current economic conditions, but weaker-than-expected earnings growth and worsening geopolitical tensions could quickly upset the balance.
Sanlam partnership helps Ninety One grow to record AUM
The completed transaction added scale, while a recovery in client demand pushed the asset manager back into net positive flows after last year’s outflows.
Tariffs & markets | Why I’m increasing my risk budget
Market movements since Donald Trump’s inauguration are drawing comparisons with the 2018/19 trade war. With a 10% loss already, another 10% dip could be on the horizon if the economic fallout worsens.
Sanlam fires on all cylinders, delivering strong earnings and new business
The group recorded double-digit earnings, robust new business volumes, and an increased dividend, all underpinned by its tri-regional focus.
Sanlam sees strong growth across all business lines
The group’s new business volumes in life insurance grew by 12%, while net operational earnings rose by 17%.
