Insights - Page 2 of 5 - 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
Medium term policy needs reframing
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27 Oct 2021

Medium term policy needs reframing
The path South Africa is on “is almost guaranteed to lead to a balance-of-payment crisis as the currency (the country’s share price) will experience a sudden stop event (a large-scale exodus of foreign investments)”, and South Africa may have to go cap in hand to the International Monetary Fund. But it is not difficult to change the direction.
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Unearthing true value in sa
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11 Aug 2021

Power Hour
South African stocks and bonds continue to provide the impetus for strong investment performances across the full range of Amplify Investment Partners’ multi-asset funds.
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High returns see funds flow
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22 Sep 2021

High returns see funds flow
Active management has been critically important in the low return environment of the past five years and the volatility of the past year. Amplify found itself ideally positioned with its choice of boutique managers, many of whom have hedge fund backgrounds, with the ability to act quickly and use a variety of investment tools to excel in a challenging investment environment.
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Webinar Power Hour
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11 Aug 2021

Webinar: Power Hour
In our new world fraught with an endless stream of webinars and Zoom fatigue, we bring you a fresh approach. A “Power Hour” with five of Amplify’s next-generation asset managers. This dynamic engagement will give you access to a broad range of views from our diverse set of asset managers. It’ll provide insights on the current performance and positioning of the Amplify funds they manage, as well as their market outlook and resulting impact on the various asset classes.
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MORE INSIGHTS

Greater degrees of freedom
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5 Aug 2021

Webinar: Greater degrees of freedom

Watch the webinars as Lourens Pretorius discusses unconstrained yield curve strategies with a fixed income hedge fund and Jonathan du Toit discusses greater degrees of freedom with a long/short equity hedge fund.

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.”

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.

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.

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?

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?