Insights - Page 6 of 11 - 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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27 Sep 2022

GREYLISTING – TAKING THE SHINE OFF INVESTMENT INFLOWS
Amplify’s unit trust and hedge fund managers consider various scenarios and position their portfolios to mitigate risk while ensuring they are in an agile position to exploit any opportunities that arise, for example, by ensuring foreign allocations are fully utilised if needed, or identifying and allocating to mispriced assets or companies that are well-positioned.
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5 Aug 2022

VOLATILITY REQUIRES MACRO VIEW AND MICRO ATTENTION TO INVESTMENT
Combining a macro view with the application of risk management principles to asset allocation and stock selection has been key for Amplify Investment Partners funds to provide industry-beating returns.
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13 Sep 2022

IN A WORLD WHERE PREDICTIONS ARE NEAR IMPOSSIBLE, AGILITY IS EVERYTHING
If there is one thing we have learnt from history, especially more recent history, it is that many predictions that are made today, are likely not to come true.
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Ignore hedge funds at your peril
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25 Jul 2022

Emerging Market Series
Latest stats show that the world economy is valued at an estimated $84 971.65bn. Of that, 20 emerging market countries account for 34% or $28 890.14bn – South Africa’s economy alone contributes 0,5% ($435.55bn) to the global economy but a significant 1.5% to the emerging markets. Our Emerging Market series, delves into how the South African market has been able to manage this performance over the last 20 years.
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MORE INSIGHTS

Why is the downgrade important?
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21 Jul 2022

RETHINKING RETURNS AND SAVING FOR OUR FUTURE

As investors increasingly question the investment practices of the past and re-evaluate the concept of meaningful contribution, Amplify Investment Partners believes in rethinking returns and investing for impact. Following two years of significant financial uncertainty, investors are increasingly focusing on ensuring that they have enough savings to ride out financial storms, to provide for their future and investing for impact to ensure there is a future to save for.

Are we there yet
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24 Jun 2022

Investing for impact in South Africa’s youth

Amplify Investment Partners has consistently outperformed its competitors and grown assets under management by focusing on longer term, meaningful returns and investing in conservation, job creation and youth education. Amplify believes that education and the creation of employment opportunities will go a long way towards self-sufficiency for SA’s youth and shape a better future for them.

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27 May 2022

FIXED INCOME YIELDING HIGH REAL RETURNS

Fixed income investments currently provide meaningful real return for investors and are therefore an attractive asset class. This is the view of several managers of Amplify Investment Partners’ fixed income and multi-asset funds. They also point out, however, that uncertainty over the direction and timing of inflation and interest rate movements pose some challenges for fixed income investment managers this year.

Managing volatility
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26 May 2022

MANAGING FOR VOLATILITY | THE CORE OF INVESTMENT STRATEGY

The war in in the Ukraine, hard lockdowns, supply side shocks, rising inflation and central banks reacting by increasing interest rates are keeping fund managers on their toes and informing their investment decisions in 2022. These impacting forces were highlighted by Marthinus van der Nest, head of Amplify Investment Partners, at Amplify’s recent Power Hour webinar.

Understanding the impact
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24 May 2022

POWER HOUR: DISCOVER OPPORTUNITIES IN A WORLD CONSISTENTLY IMPACTED BY UNCERTAINTIES

Discover opportunities in a world consistently impacted by uncertainties.

Geopolitical instability complicates investment outlook
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9 May 2022

Geopolitical instability complicates investment outlook

The economic and trade repercussions of geopolitical instability, highlighted in the oil price breaching $120 per barrel, on top of the continued effects of Covid-19 lockdowns and supply chain issues, continue to cloud the investment outlook, says Richard Bray, head of strategy at Amplify Investment Partners.
The ability to navigate macro forces such as these and incorporate them into tactical investment strategies is at the core of finding investment opportunities, he says, adding that the inflation and interest rate outlook is currently top of mind for managers of Amplify’s funds.