Why listed real assets could help you solve for a painful bond cycle change by Sanlam
Webinar Session on Thursday, May 20, 2021, 4:00 pm (SGT)
Hosted by:
We would like to invite you to a 30 minute virtual coffee with Mike Pinggera (lead Portfolio Manager to the Sanlam Multi-Strat & Real Assets UCITS strategies) where Mike will discuss why he uses listed Real Assets as a core holding of his global multi-asset absolute return portfolio.
During this VC you will be able to ask all the questions you may have ever wanted to ask regarding listed Real Assets and why some behave with far less sensitivity to market movements than others. You will also be able to do so anonymously.
Professional investment advisors and managers the world over are now facing one of the most difficult periods in decades due to the fact that previous investment theories and assumptions in terms of the relationship between bonds and equities do not hold water anymore.
The reality is that with equities at all-time-highs and bond yields coming off all-time-lows, combined with the prospect of rising inflation, leaves all traditional portfolios at severe risk when the current 40 year bond bull market turns.
As a result, the private markets have seen significant inflows but in practice, not many private clients can accept the lack of liquidity associated with private market holdings.
Hence why we think the case for primary market listed Real Assets with inflation linkage and higher yields than equities, property and most of the bond market, make for a compelling portfolio holding.
This strategy is daily liquid and has produced the following outcomes since inception in January 2013 (Source – Morningstar):
- 11.8% – Net total return p/a
- 7.6% – Volatility
- 12.2% – Maximum drawdown
- 1.4 – Sharpe
- 2.3 – Sortino
- 0.5 – Correlation to the MSCI World
- 0.3 – Beta to the MSCI World
- 3.7% – Portfolio yield
Please RSVP via [Registration Link] and we look forward to having a coffee with you on 20 May at 16:00 Singapore time.
Exclusive to AIWM members.
Mike Pinggera (32 years’ experience)
Head of Multi-Strategy and Lead Portfolio Manager to Sanlam Multi-Strategy and Real Assets UCITS
Before joining Sanlam in January 2013 to develop a multi-strategy proposition, Mike headed up the multi-asset group at Insight Investments. Before this, Mike spent 20 years at Credit Suisse in senior positions including head of special mandates and head of trusts and charities in the asset management and private banking divisions. As head of multi-asset solutions, Mike managed a team of 14 with responsibility for USD7bn of AUM.
