Investment

Global Economy – Emerging Markets Show Potential

2011 is proving to be an interesting year in terms of the global recovery from the financial crisis. Globalisation and instantaneous communications have resulted in exceptionally quick reactions  to market news adding to the complexity…
Investment

State Intervention in the Mining Sector

As a financial services group, Sanlam does not have the legitimacy to speak on behalf of the mining industry. Our interest in the matter of state involvement in the mining sector stems from: (a) The…
Investment

Is the growth story running out of road?

Geoff Blount, CEO, and Andrew Newell, Head of Business Development at Cannon Asset Managers observe that there are increasing value opportunities to be found on the JSE Over the last few years, expensively priced growth…