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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
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Unearthing true value in sa
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12 Apr 2021

Webinar: Unearthing true value in SA
Renewed interest in emerging market investments and the move from growth to value are reflected in the stock picks of Amplify fund manager, Omri Thomas.
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Ignore hedge funds at your peril
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25 Mar 2021

Ignore hedge funds at your peril
The importance of including hedge fund investment has become clear in the past five years’ low return environment when equity performance has been poor. This is reflected in the All Share Index (ALSI), returning 8.23% per annum, while the blended performance of four Amplify hedge funds, over the same period, has reflected a return of 13.85% – from August 2016 until the end of February this year.
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Webinar Power Hour
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12 Apr 2021

Unearthing true value in SA
In an environment where market risk is high, a sound investment strategy is as much about controlling for risk and avoiding the investment “bombs” as it is about asset allocation and finding value. “The future for us looks different to the past, and the yardsticks we used for value are no longer appropriate.” However, that does not mean there is no value to be found, as the fund’s strong performance continues to demonstrate. Read about how the Amplify SCI* Wealth Protector Fund finds value.
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23 Feb 2021

WEBINAR: Finding value and yield with the top stock picks of 2021
Renewed interest in emerging market investments and the move from growth to value are reflected in the stock picks of Amplify fund manager, Omri Thomas.
READ THE ARTICLE

MORE INSIGHTS

Man in desert
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23 Feb 2021

Finding value and yield with the top stock picks of 2021

“While global markets look expensive, we still manage to find value in South Africa,” says Omri Thomas, portfolio manager of the Amplify SCI* Flexible Equity Fund and a director at Abax Investments, adding that the fund finds this value both in the hybrid space – with convertible bonds – and in some quality shares on the JSE. South African stocks remain relatively cheap and attractive, especially given the serious warning lights in global markets. To find out more about the fund’s top stocks picks.

Webinar Power Hour
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4 Feb 2021

Finding the silver lining in 2021

An agile investment strategy tuned in to prevalent market dynamics will help investors find the silver lining in a new year where buoyant equity markets, vaccine roll-outs and easing lockdown measures provide impetus for a level of positivity in investment markets.

In terms of this strategy and with yields negative in global fixed income, equities are likely to produce positive returns in 2021, according to Laurium Capital, which manages Amplify Investment Partners’ Amplify SCI* Balanced Fund.
Finding the silver investment
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4 Feb 2021

WEBINAR: Finding the silver investment-lining in 2021

A new year is upon us with revitalised hopes, aspirations and dreams. It’s a time to look ahead, plan accordingly and help our clients achieve their financial goals.
The key investment lessons to take into the new year
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3 Dec 2020

The key investment lessons to take into the new year

While the economic lockdown was arguably the most economically disastrous event in living memory, the JSE All Share Index and major global indices have recovered to similar, and in some cases, higher levels than before the crash started in mid-February, even though the pandemic continues to wreak havoc on economies. Marthinus van der Nest, head of Amplify Investment Partners, says: “As much as we keep saying that keeping a cool head is the cornerstone of investing, many investors act impulsively when faced with a crisis, believing that the current event is different to those of the past. 2020 showed us that even an event that takes down all economies simultaneously could be ridden out as equity markets are resilient, with agile and responsive fund managers who continue to find opportunities.”

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3 Nov 2020

Understanding the impact of the 2020 SA Medium Term Budget

The SA Medium Term Budget Policy (MTBPS) is of particular importance this year off the back of spiraling debt and a lockdown that’s had a catastrophic impact on the growth of our economy. Together with a bloated wage bill, record-high unemployment and lower tax collections, how will Finance Minister Tito Mboweni keep South Africa from falling off the fiscal cliff?
Unearthing true value in sa
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20 Oct 2020

ESG makes an impact on the world and the bottom line

The evolution of impact investing will see ESG considerations align with growth and improved investment returns.
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