Our Chief Economist, Arthur Kamp, shares his insights on the Medium-Term Budget Policy Statement (MTBPS), shedding light on government spending, economic growth and debt reduction.
#MTBPS#BudgetSpeech#Fiscal
The end of another successful #i3Summit in Johannesburg! Thank you to our clients, speakers and wonderful MC @Mbele_Roberts for an insightful day!
@GlacierBySanlam
🗨️ | Gavin Ralston: Hedge funds are idiosyncratic sources of return, because they are not correlated with the returns of other traditional asset classes. The breadth of tools at their disposal means they will show much greater value in down markets #i3Summit@GlacierBySanlam
🗨️ | Gavin Ralston: Supply of private assets (private debt) will continue to grow; banks are massively constrained and have made room for new market entrants to finance private equity deals #i3Summit@GlacierBySanlam @Mbele_Roberts
🗨️ | Gavin Ralston: Traditional asset classes like equities & bonds are just not going to yield the inflation plus returns clients are looking for. We have to look beyond the beaten path at alternative investment vehicles that can reveal the hidden sources of alpha! #i3Summit
🌐 | Fresh onto the stage is Gavin Ralston, Head of Official Institutions and Thought Leadership @Schroders, speaking on adding returns and lowering risk with alternative assets #i3Summit
@Mbele_Roberts @GlacierBySanlam
🗨️ | Kingsley Williams: Factors must be harvested correctly to reap their full benefits: understand that they pay off at different times of the market cycle; there's a science to it #i3Summit@Satrix_SA@GlacierBySanlam @Mbele_Roberts
🌐 | Kingsley Williams - CIO at @SATRIX_SA – shows by a clever analogy how capturing water in JoJo tanks (for those of us experiencing drought) is much akin to capturing risk premia or styles in investing, also known as factor investing #i3summit@GlacierBySanlam @Mbele_Roberts
🗨️ | Richard Clode: You need to cut through the #TechnologyHype, we haven't yet found a pathway to singularity nor have we fully unlocked intelligence. We have a way to go. Even Artificial Intelligence is struggling to keep up #i3Summit@GlacierBySanlam @Mbele_Roberts
🌐 | Now taking centre stage to tell us more about technology trends is the inimitable Richard Clode – dynamic presenter and Portfolio Manager on the Global Technology team at Janus Henderson Investors #i3Summit@GlacierBySanlam @Mbele_Roberts
When making decisions on behalf of clients, always do it through the lens of the human emotional brain. If you pit the emotional brain against the rational brain, it is the emotional brain that wins every time ! @StanfordGSB @i3Summit
"Neurochemicals such as serotonin, dopamine, cortisol affect our decisions deeply. As a decision shaper/advisor you need to play to the emotional brain". Baba Shiv, @StanfordGSB#i3Summit#SanlamInvest#GlacierBySanlam
🌐 | Baba Shiv demystifies the brain chemistry that controls our decision making, and explains how you can regulate it to make better financial and investment decisions #i3Summit
@Mbele_Roberts @GlacierBySanlam@StanfordGSB
Baba Shiv says the world has 2categories of people - Type1: Risk Averse & 2: Risk Tolerant (nothing to do with left or right side brain🧠 )... ie. people who don’t want to fail or be disappointed ☹️ versus those who thrive in situations of adversity. Which are you? #i3summit2019
🗨️ | Baba Shiv: People are less risk averse in the morning as serotonin levels are high - you are more likely to take risk. In the afternoon you will be more risk averse as serotonin levels decline; indecision is more common during late afternoon #i3Summit@GlacierBySanlam
What does the future of asset management and financial advice looks like? “The fixation on manager selection will become less important, while the crafting of a diversified portfolio will become essential” Nersan Naidoo, CEO Sanlam Investments #i3summit2019
🌐 | The 6th annual #i3summit is well underway and we’re excited to host incredible South African thought leaders! Engage with us throughout the day using #i3Summit@GlacierBySanlam@NzukumaKhanyi @Mbele_Roberts