Sanlam’s business engines: a look at the group’s 2025 performance
A breakdown of the results shows how the group’s main business clusters performed as it continues repositioning for growth across South Africa, Africa, and India.
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Rising oil prices complicate South Africa’s inflation outlook
After attacks disrupted traffic through the Strait of Hormuz, crude prices spiked sharply – raising the prospect of higher fuel costs and renewed inflation pressure locally.
SA equities still trade at a discount as global markets grow more concentrated, says Discovery
Discovery Invest’s 2026 outlook highlights improved domestic fundamentals, attractive relative valuations, and scope for rate easing.
Ninety One flags shift from US dominance to broader opportunity sets
John Stopford says future market returns may be shaped by different forces than those of the past decade, with implications for South African assets.
Ninety One to list two actively managed ETFs on the JSE
One fund provides a Regulation 28-friendly way to access a South African multi-asset income strategy, while the other is a rand feeder into a US dollar multi-asset income fund.
Navigating double taxation agreements in retirement planning
DTAs shape the taxation of lump sums and annuities. This is what financial advisers can do to preserve clients’ retirement benefits.
Rapid growth of Ninety One fund signals rising demand for SA infrastructure debt
The SA Infrastructure Credit Fund has reached R2 billion in assets under management, with over 80% deployed into transport, energy, water, and digital projects.
Ninety One grows AUM by 4% in ‘another tough year’
Despite net outflows of £4.9bn, positive market and foreign exchange moves added £9.7bn to assets under management in the year to March 2025.
FSCA imposes R3m fine on Ninety One for FICA lapses
An inspection identified inadequate implementation of the RMCP and deficient customer due diligence processes.
From the GFC to Trump’s tariffs: what lessons can retirees learn from crises?
An analysis of five retirement investment scenarios highlights how different responses to market crises can affect long-term outcomes.
Survey highlights the role of BEE in shaping retirement fund investments
Alexforbes’ latest annual Manager Watch Survey also shows the trend of increasing allocations to multi-managers.
Sanlam and Ninety One seal key deal to reshape active asset management landscape
Sanlam and Ninety One share key agreements, marking the next step in their strategic partnership.
Municipal infrastructure: a complex landscape with emerging opportunities
Public-private partnerships and sustainable projects are opportunities for impactful, long-term investment in essential services and economic growth.
Is South Africa back on track?
While challenges remain, improvements in energy supply, the rand, and infrastructure investment offer hope for future growth, provided the government continues to deliver on its promises.
Sanlam partners with Ninety One in R400 billion asset deal
Ninety One will acquire Sanlam Investment Management and oversee investment management for Sanlam Investments UK.
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%.
What is supercore inflation, and could it influence the SARB’s rate decisions?
With the South African Reserve Bank’s 25 basis point interest rate cut announced last week, Ninety One explores the central bank’s new inflation measures – supercore and PCCI.
