Investment strategies in a volatile environment are unlikely to lead to acceptable returns if the strategies do not adapt with the changes in the market. When investors keep following the same playbook, returns are likely to underperform.
This was the broader message for delegates at Wednesday’s SanlamAllianz Investment Summit where financial intermediaries took a page from the investment playbook of asset managers. Hosted under the theme “When Cycles Break Down: Rethinking Market Playbooks,” the summit unpacked the increasingly complex investment environment.
The summit offered financial intermediaries an investment roadmap to negotiate changing economic conditions, shifting investor sentiment and geopolitical developments that are all challenging traditional market assumptions, creating a clear need for investors to reconsider established approaches.
The presenters covered the Namibian and global economic outlook, interest-rate cycles, fixed income, equities and portfolio positioning, with a focus on identifying opportunities in changing markets.
Erry Iipumbu, Junior Portfolio Manager at SanlamAllianz Investments, said “When market cycles break down, the old playbook does not always give us the answers we need. Investors have to be prepared to challenge established assumptions, look beyond short-term market noise and understand where value is emerging.”
“Changing economic conditions, geopolitical shifts and risk concentration create uncertainty, but also create opportunities. The key is to remain disciplined, adaptable and keep portfolios diversified to capture those opportunities without losing sight of long-term objectives.”
SanlamAllianz Personal Portfolios Business Development Manager, André Oberholzer, said the Summit helps financial intermediaries navigate an increasingly complex investment landscape. “Through our annual Investment Summit, we create a platform where financial intermediaries can remain informed about changing market conditions, emerging investment opportunities and the key forces shaping the global investment landscape.”
“Advisers need access to quality insights, expert perspectives and meaningful industry engagement. The Summit brings together intermediaries and asset managers to challenge thinking, exchange knowledge and strengthen trust and partnerships that ultimately help us deliver better outcomes for investors.”
From the left, Wian De Wet and Brian Thomas of Laurium Capital) Werner Vlok of Amplify, Ruth Guidao-Oas, Junior Business Development Manager at SanlamAllianz, Wessel Joubert of Oyster Catcher Investments, André Oberholzer, Business Development Manager of SanlamAllianz and Tertius Stears, the Group Chief Executive.
