‘Post-RDR, it is now fund managers' turn to think about pricing'

clock

Ian Porter, head of wealth management at Sanlam Private Investments, talks to Ruth Gillbe about the group's aspirations, asset allocation, and key investment themes.

Where have you been seeing the best investment opportunities? There are some signals in the economy of a sustained recovery. From our point of view, we are more bullish on equities than we have been for a while. Over the past six months, we have added to our equity positions – on average by 7.5% in a balanced portfolio. In a typical balanced portfolio at the firm, roughly 63%-64% is allocated to equities, 17%-18% towards fixed income and 17%-18% towards the alternative space.  Mainstream equitiesare presenting a good opportunity for income.  However, for long-term growth, geographi...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Partner Insight: Navigating a new era for investing

Partner Insight: Navigating a new era for investing

Across the developed world, inflation is back and here to stay, says Wellington Management’s John Butler.

Sarka Halas
clock 13 March 2024 • 2 min read
Partner Insight: Should investors go global for more impact?

Partner Insight: Should investors go global for more impact?

Global investing offers scope for broader social impact as well as financial returns.

Sarka Halas
clock 11 March 2024 • 1 min read
Women in Investment Awards winner interview: Omotunde Lawal from Barings

Women in Investment Awards winner interview: Omotunde Lawal from Barings

Supporting the next generation

Katrina Lloyd
clock 07 March 2024 • 1 min read
Trustpilot