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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
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.
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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.
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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.
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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.
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MORE INSIGHTS

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.

Are we there yet
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20 Apr 2021

Webinar: Are we there yet?

As the world starts to turn the corner to economic recovery, South Africa needs to make changes to take part in the growth of emerging markets, which is set to outstrip that of developed markets. However, South Africa’s economy remains at a crossroads, and requires reform to put it on the road to redemption.

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.

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.

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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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.