​ Insights - Page 3 of 13 - 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
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Rethink
Rethink

13 Nov 2024

Chapter 2 Part 1: Adaptable Insights: Doing well by doing good explained, with Nico Janse van Rensburg 
We’re redefining responsible investing, proving profit and purpose coexist. We’re empowering communities and delivering client-centric solutions, weaving social responsibility into our very fabric.
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Invest
Invest

4 Nov 2024

New property fund builds on Amplify’s growing success
The specialist fund is aimed at investors with a moderate aggressive risk profile, wanting diversification from general equity shares and capital growth over the medium to long term. Morningstar data shows that the fund was ranked second in its peer group over three and five years, and first over 10 years.
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Rethink
Rethink

6 Nov 2024

Part 3: Adaptable Insights: Proactively resilient problem-solving, with Nico Janse van Rensburg
The financial world is constantly changing. Don't just react to the latest trends – anticipate them. Stay ahead through proactive problem-solving to unlock a more resilient financial future.
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Rethink
Rethink

4 Nov 2024

Part 2: Adaptable Insights: Resilient relationships, with Nico Janse van Rensburg 
In finance, resilience is often measured in numbers. But what if true resilience was about more than that? The human element of empathy can be invaluable in navigating life's financial challenges.
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MORE INSIGHTS

Part 1: Adaptable Insights: Actively managed resilience, with Nico Janse van Rensburg
Rethink
Rethink

29 Oct 2024

Part 1: Adaptable Insights: Actively managed resilience, with Nico Janse van Rensburg

Market turmoil can feel like a relentless storm. But when you’re hands-on with active management, you can use that very same storm to amplify your success, even when the world feels upside down.
Invest
Invest

15 Oct 2024

Amplify Funds Outperform at Ten-Year Milestone

Two of Amplify Investment Partners unit trusts have reached a 10-year milestone boasting a long-term track record of outperformance. The Amplify SCI* Defensive Balanced Fund and the Amplify SCI* Strategic Income Fund have exemplified and proven Amplify’s strategy of producing exceptional performance through active management by agile, independent managers.
Invest
Invest

16 Sep 2024

Amplify launches new fund for investors with an appetite for strong performance

Amplify Investment Partners has launched a new SA flexible equity fund, the latest addition to its growing number of high-performing funds.

Amplify, whose funds are managed by independent boutique managers, has grown assets under management by 580% since 2018 to R53bn with strong performances across its local and global unit trusts, and hedge funds.
Its latest unit trust, the Amplify SCI* SA Flexible Equity Fund, managed by Fairtree Asset Management, aims to outperform inflation by 5% over three to five years. It is a multi-asset flexible equity fund, with SA-only equity exposure of 40% to 80%, aiming to preserve capital at lower risk than a pure equity portfolio.

Moments of oppotunity
Invest
Invest

16 Aug 2024

Moments of opportunity presenting for investors

Opportunities in the equities market are shrinking, resulting in an increased focus on downside protection, said Etienne Roux, analyst at Amplify SCI* Wealth Protector Fund manager, Truffle Asset Management. With the number of companies shrinking, valuations depressed, multiples low, and several big companies no longer on the JSE, liquidity has been significantly reduced.
But the fund’s managers see many great investment opportunities, including government bonds. As loadshedding has improved, there should be a positive effect based on the prior year effect it had in GDP. 50% of the JSE index are SA-focused businesses that have had 10 to 12 years of exceptional trading conditions, so if the country gets a few things right, there will be significant opportunities and a lot of shares that have been overlooked could provide investment opportunities. The fund sees opportunities in companies that are cleaning up or bulking up. There are also new listing opportunities.

Sunset over ocean
Invest
Invest

26 Jun 2024

National Health Insurance Overview – Concept, implementation & implications

Philosophically, Universal health care is a good thing for the citizens of South Africa and access to healthcare services is a basic human right as defined in the constitution, but the NHI Act in its current form has faced significant resistance.
There are obvious challenges from a human and financial capital standpoint, as well as questions over the capacity of the state to deliver on such a complicated system, something which has proven challenging globally.

Geopolitical factors
Invest
Invest

15 May 2024

Can investors still ignore geopolitics?

It should be clear that geopolitics can affect inflation, and studies have shown that inflation affects election outcomes. It also affects interest rate policies, and it seems that a possible goods inflation resurgence could mean that US rate cuts might be slower than expected. Russia-Ukraine diplomacy seems a distant dream currently, yet I hope for diplomatic progress. War is inflationary, peace is disinflationary.
A multipolar world brings greater geopolitical uncertainty, and we need to be alert to its affects.
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