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INSIGHTS THAT MATTER

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Shiv Gupta – Note from the CEO

Investment Outlook, Published Feb 17, 2019

Download Report Contact Shiv Gupta CEO at Sanctum Wealth Management. We are delighted to present Vision 20 | 20, the latest edition of our annual investment outlook report. This year, we have augmented our traditional economic analysis with a set of opinions from eminent personalities across professional domains. In doing so, we have included views…

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Global Insights

Investment Outlook, Published Jan 18, 2018

Download Report Contact Gary Dugan is an investment professional with over 35 years of experience, who advises Sanctum on global macro economic trends. He has worked with some of the world’s largest asset managers and investment banks including JPMorgan, Barclays and Merrill Lynch. As a Chief Investment Officer, he has managed money and advised the…

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Structural Reforms – A Misunderstood Saga

Investment Outlook, Published Jan 18, 2018

Download Report Contact Structural reforms aren’t easy, but they do deliver growth. There are three priorities: structural initiatives, fiscal responsibility and investment stimulus. By pursuing all three, the government has ensured additional multiplier growth benefits will come forth. The pursuit of the three aforementioned policies creates a resilience to macro-economic shocks, raises economic growth and…

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Return of Yield – Real Estate

Investment Outlook, Published Jan 18, 2018

Download Report Contact The headlines around real estate continue to be negative as investors are faced with stagnation and in many cases erosion of values for land and residential assets. However, on the other side we are seeing the institutionalisation of the real estate market with participation from large global private equity players, pension and…

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