Insights - Page 10 of 12 - 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
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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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.
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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.
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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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MORE INSIGHTS

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.

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.