Articles tagged as "Old Mutual"
How to invest for the possibility of higher inflation and interest rates
The probability that the world is moving into an environment of higher inflation is increasing. An inflationary environment requires investors to think...
Restructurings as a source of excess returns
We are always on the lookout for opportunities offered by the potential restructuring of companies. They can often generate attractive returns with a...
Insurance: better than you think
We have previously set out the reasons Sanlam has an above-benchmark position in our clients’ portfolios (see Quarterly Commentary 1, 2010). On a...
