Thermal coal staged a remarkable rally this year, just when it was written off by investors, writes Sanlam FOUR's Adour Sarkissian.
Managers to Watch: Sanlam FOUR's Lorenzo Dicorrado on how the greatest damage can be done by being single-minded
Multi-manager turned stockpicker Lorenzo Dicorrado is a fund manager at Sanlam FOUR on the £69m Global Equity and £113m Stable Global Equity funds.
Multi-asset managers tell Investment Week their current US positioning in the face of further market volatility as interest rate rises and the presidential election loom later in the year.
Headlines in January talked of the stockmarket suffering the worst start since the Great Depression and in mid-February a number of indices were down over 20% from their highs - into bear market territory.
Fund managers give their assessment of the real strength of the financials sector after a turbulent few months.
With the help of the dividend component in the total return equation, US markets posted their eighth consecutive positive return in 2015, making this bull market which started with the quantitative easing of 2009 go uninterrupted, despite the intra-year...
Managed using multi-cap approach
Group merges UK businesses into single entity
Joins as sales director
Sanlam Wealth Planning, the restricted advice arm of Sanlam UK, has acquired financial planning firm FA Watts Investment Managers.
Mirabaud Asset Management has poached James Southern from Sanlam FOUR to work in the newly-created role of sales director.
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