Invest Archives - Page 5 of 8 - Amplify

Insights

With our teams’ combined decades of experience and skills, we’ve managed to build up a considerable wealth of knowledge about the world of investing.

Read about some of the insights we’ve gained and how we put our expertise to meaningful use.

Intelligent impact that matters
Greater degrees of freedom
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5 Aug 2021

Greater degrees of freedom
The ability of hedge funds to produce consistent, positive and excess returns is a product of them having less constrained opportunity sets than long-only funds. “Even more important is the correlation of returns. The correlation to equity is negligible, and the correlation to the bond market is not significant. This is a strong reason arguing in favour of the inclusion of relevant hedge funds into an investment portfolio to get the diversification benefit.”
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Webinar Power Hour
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23 Jun 2021

Delivering certainty through consistency
To manage an absolute return mandate, the real return objective is the primary goal. “When we construct a portfolio, and when we think of return drivers, we look at how to attain the absolute return with the highest certainty and lowest tail risk, and we tend to veer towards overweight where such a return driver meets the return objective when the distribution of risk around that is acceptable,” says Amplify SCI* Amplify SCI* Defensive Balanced Fund and Amplify SCI* Absolute Fund manager Lourens Pretorius of Matrix Fund Managers.
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Income funds vs bonds funds
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13 Jul 2021

Income funds vs bond funds
As you’d expect, the higher duration bond funds carry greater potential for capital gains and losses. Asset allocators, whose clients have a low ability and willingness to take risk, might choose to avoid bond funds on this basis.
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The importance of Agile and active asset management
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22 Jun 2021

Webinar: delivering certainty through consistency
Volatility across various asset classes has made for a thrilling 2021. Locally we’ve seen a strong rebound in risk assets over the short term leading to high levels of optimism. However, growing wealth or enjoying one’s retirement savings means enduring a longer timeframe so how can one ensure, with certainty, that your investments are working for you regardless of the market cycle or direction?
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MORE INSIGHTS

Unearthing true value in sa
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9 Jun 2021

Webinar: Value revival – is there value in value?

The long-awaited rotation from growth to value has arrived. Many market participants believe it to be a longer-term rebalancing within the equity market due to a massive dislocation between the two styles. However, it begs the question if there is still return potential in the value component of the market, will it be coming out of growth or is it a mix of the two?

Unearthing true value in sa
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8 Jun 2021

The value revival – is there value in value?

Value has massively underperformed growth. In the short run, P:E multiples drive the market, but in the long run, earnings do, and earnings growth of value stocks is starting to rise. Value stocks have become extremely cheap, and current valuations are very low, while earnings going forward are in many cases looking more attractive than growth stocks.

Does the label match whats in the can
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20 May 2021

Does the label match what’s in the can?

The South African market is not excessively overvalued compared to other markets and the fund continues to find attractively-valued shares including commodity-related shares, notwithstanding their recent rise. Even if commodity prices come down a bit, our commodity shares still look reasonably priced and should be supported by earnings and cashflows, and we should see some special dividends coming through. These companies have been hoarding cash and paying down debt and are sitting with healthy balance sheets.

Does the label match whats in the can
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17 May 2021

Webinar: Does the label match what’s in the can?

Style drift is the antithesis of a consistent investment manager. In times of high volatility and unforeseen events investment managers may be tempted to deviate from their strategies and chase performance.

Omri Thomas, portfolio manager of the Amplify SCI* Flexible Equity Fund, discusses the need for a strong asymmetric investment process, what tools are used and how sticking to this strategy ensures consistent outperformance of the market over time.

The importance of Agile and active asset management
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28 Apr 2021

Are we there yet?

South African bonds are attracting attention – given the low interest environment and search for yield. “There have been large inflows into multi-asset income funds over the past few years, but many people are talking about the relative high yields and attractiveness of investing in South African government bonds,” says Marthinus van der Nest, head of Amplify Investment Partners.

Ignore hedge funds at your peril
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22 Apr 2021

Webinar: Ignore hedge funds at your own peril

You simply can’t ignore hedge funds. In this session, Marthinus van der Nest, head of Amplify Investment Partners, demonstrates the use of this alternative asset class in portfolio construction and the positive impact it has on clients’ investments, especially those needing to draw a regular income. Marthinus covers the various hedge fund strategies before taking a deep-dive into fixed income hedge funds. He highlights the factors which influence hedge fund selection, the importance of risk management and the benefits of diversification through the combination of fixed income hedge funds with traditional multi-asset portfolios.