Combining a macro view with the application of risk management principles to asset allocation and stock selection has been key for Amplify Investment Partners funds to provide industry-beating returns.

Latest stats show that the world economy is valued at an estimated $84 971.65bn. Of that, 20 emerging market countries account for 34% or $28 890.14bn – South Africa’s economy alone contributes 0,5% ($435.55bn) to the global economy but a significant 1.5% to the emerging markets. Our Emerging Market series, delves into how the South African market has been able to manage this performance over the last 20 years.

As investors increasingly question the investment practices of the past and re-evaluate the concept of meaningful contribution, Amplify Investment Partners believes in rethinking returns and investing for impact. Following two years of significant financial uncertainty, investors are increasingly focusing on ensuring that they have enough savings to ride out financial storms, to provide for their future and investing for impact to ensure there is a future to save for.

Amplify Investment Partners has consistently outperformed its competitors and grown assets under management by focusing on longer term, meaningful returns and investing in conservation, job creation and youth education. Amplify believes that education and the creation of employment opportunities will go a long way towards self-sufficiency for SA’s youth and shape a better future for them.

Fixed income investments currently provide meaningful real return for investors and are therefore an attractive asset class. This is the view of several managers of Amplify Investment Partners’ fixed income and multi-asset funds. They also point out, however, that uncertainty over the direction and timing of inflation and interest rate movements pose some challenges for fixed income investment managers this year.

The war in in the Ukraine, hard lockdowns, supply side shocks, rising inflation and central banks reacting by increasing interest rates are keeping fund managers on their toes and informing their investment decisions in 2022. These impacting forces were highlighted by Marthinus van der Nest, head of Amplify Investment Partners, at Amplify’s recent Power Hour webinar.

Discover opportunities in a world consistently impacted by uncertainties.

The economic and trade repercussions of geopolitical instability, highlighted in the oil price breaching $120 per barrel, on top of the continued effects of Covid-19 lockdowns and supply chain issues, continue to cloud the investment outlook, says Richard Bray, head of strategy at Amplify Investment Partners.
The ability to navigate macro forces such as these and incorporate them into tactical investment strategies is at the core of finding investment opportunities, he says, adding that the inflation and interest rate outlook is currently top of mind for managers of Amplify’s funds.

Amplify Investment Partners has received regulatory approval to rebrand its seven hedge funds under the Amplify name. These include multi-strategy, long-short equity and fixed-income hedge funds.

At the heart of the Intelligent Impact, created by Amplify Investment Partners, is a group of experts that work together tirelessly to effect meaningful investment returns and meaningful change in society and the environment. Speaking at the Amplify One Moment event held on Friday 4 March, Amplify’s Head, Marthinus van der Nest said that for Amplify, Intelligent Impact starts with being able to intelligently identify the right asset managers for clients.

Slowing Chinese economic activity, accelerating inflation and normalisation after the pandemic are among the major issues informing the decision-making and portfolio positioning of Amplify Investment Partners’ fund managers in 2022.

Investors are increasingly looking to diversify their risk with new investment avenues that provide more certainty in terms of returns in this environment. However, they are also looking for purpose by making a meaningful contribution to society and the environment around them, says Marthinus van der Nest, head of Amplify Investment Partners.

Amplify has identified three key trends that will shape investment demand in 2022. Read more about these trends and how Amplify is positioned to benefit from them.