10X for Intermediaries

Financial advisers are under pressure. Running a successful, independent practice is costly and time-consuming. Balancing time between advising clients and managing a growing business isn't easy—especially when client relationships are what draw many to this industry. While DFMs have offered support, we must explore innovative solutions to meet advisers' evolving needs. Learn more by watching the full discussion from the 10X Investments Think Investing 2024 panel. Click here: https://lnkd.in/deC9x2eS

U.S. markets delivered strong performance in November, with the S&P 500 rising 5.7% as post-election optimism bolstered investor confidence, even amid concerns about elevated valuations. In South Africa, CPI eased to 2.9%, driving a decline in bond yields and supporting interest rate-sensitive asset classes such as SA Bonds and SA Property.   𝗧𝗼𝗽 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗿 𝗶𝗻 𝘁𝗵𝗲 𝗳𝘂𝗻𝗱 𝗿𝗮𝗻𝗴𝗲 𝗶𝗻 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿: ▪️ 10X S&P 500 ETF 7,7% ▪️ 10X Total World Stock Tracker feeder Fund (UT& ETF) 6,4% ▪️ 10X S&P Global Property ETF 5,7% 𝗧𝗼𝗽 𝘆𝗶𝗲𝗹𝗱𝘀 𝗶𝗻 𝗼𝘂𝗿 𝗿𝗮𝗻𝗴𝗲 𝗶𝗻 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿: ▪️ 10X Yield Selected Bond Index Fund 10,6% ▪️ 10X Govi Bond 9,9% ▪️ 10X Income Fund 9,1% 10X Investments Click here for the full fund range performance: https://lnkd.in/dXCYZUek

𝟭𝟬𝗫 𝗚𝗹𝗼𝗯𝗮𝗹 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 – 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝗘𝗱𝗶𝘁𝗶𝗼𝗻: Consumer confidence in South Africa has reached its highest level since 2019 due to reduced load shedding, consecutive 0.25% interest rate cuts by the Reserve Bank, and the introduction of the "two-pot" pension system. Meanwhile, China’s 30-year bond yield slipping below Japan’s marks a significant shift in global growth and inflationary perceptions. In the U.S., record-high optimism about stock prices signals a warning shot of expectations outpacing fundamentals. 𝗞𝗲𝘆 𝘁𝗵𝗲𝗺𝗲𝘀: ▪️ SA Consumer confidence recovering ▪️ Will China see Japanification ▪️ US Consumers most bullish on record Written by: Christopher Eddy, CFA, Anton Eser 10X Investments 𝙍𝙚𝙖𝙙 𝙩𝙝𝙚 𝙛𝙪𝙡𝙡 𝙥𝙪𝙗𝙡𝙞𝙘𝙖𝙩𝙞𝙤𝙣 𝙗𝙚𝙡𝙤𝙬:

With recent global shifts—from the US Federal Reserve rate cut and rising tensions in the Middle East to China’s economic stimulus—the investment landscape is becoming increasingly complex. At the 10X Investments Think Investing Convention, our panel of experts tackled these challenges head-on, exploring the Money Management Megatrends essential for asset allocators navigating today’s turbulence. 𝗣𝗮𝗻𝗲𝗹𝗶𝘀𝘁𝘀: 🎙️ Anton Eser (Chief Investment Officer, 10X Investments) 🎙️ Christopher Eddy (Head of Multi-Asset Funds, 10X Investments) 𝗠𝗼𝗱𝗲𝗿𝗮𝘁𝗲𝗱 𝗯𝘆: 🎙️ Michael Avery (Media Professional and Host of Classic Business) 𝗧𝗵𝗲 𝗱𝗶𝘀𝗰𝘂𝘀𝘀𝗶𝗼𝗻 𝗳𝗼𝗰𝘂𝘀𝗲𝗱 𝗼𝗻: ✔️ Adapting to global market shifts with long-term strategies ✔️ Practical approaches to asset allocation in volatile times ✔️ Building resilience amid geopolitical and economic uncertainty 𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝘃𝗶𝗱𝗲𝗼 𝗵𝗲𝗿𝗲: https://lnkd.in/dB5DFeiJ

Kick off the new year with our Multi-Asset Outlook. Join Anton Eser and Christopher Eddy, on 𝟮𝟭𝘀𝘁 𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝟮𝟬𝟮𝟱, 𝟭𝟭𝗵𝟬𝟬 as they deliver their fresh perspective, reflecting on 2024 and revealing the opportunities ahead in 2025. Don’t miss this insightful session—reserve your spot today using the link below. Book your place by clicking the link below. https://lnkd.in/dq3ZumM4 10X Investments

The 10X Investments interactive panel discussion is not to be missed at the Investment Forum 2025.This is your chance to hear fresh perspectives from our team on what’s shaping the investment landscape and driving tomorrow’s opportunities. Don’t wait too long as spaces are limited! Register for the session here: https://lnkd.in/dFKM-Zmb Anton Eser Christopher Eddy, Michelle Aspinall Noth, Michael Avery Christopher Rule,

Sanlam’s recent deal with Ninety One, which will see it move across about R400bn of assets under management, may be the touchpaper for further transactions in the #fundmanagement industry, writes Jaco Visser. The deal may be the first of a string of similar transfers in which local life #insurers focus on passive strategies and ditch active #assetmanagement, according to Tobie van Heerden, CEO of 10X Investments. Sanlam Investments #FinanceNews #LifeInsurance

📈 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗨𝗽𝗱𝗮𝘁𝗲 𝗢𝗰𝘁𝗼𝗯𝗲𝗿: This month brought renewed volatility across global markets, with equities pulling back after a strong nine-month rally. Resilience in the U.S. economy contributed to a significant rise in bond yields, adding pressure on equity valuations.   In South Africa, the JSE mirrored global declines, while the rand softened against a stronger dollar as investors adopted a cautious stance ahead of the U.S. elections. Local bond yields rose in tandem with global yields, creating additional headwinds for South African markets.   𝗧𝗼𝗽 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗿𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗳𝘂𝗻𝗱 𝗿𝗮𝗻𝗴𝗲 𝗶𝗻 𝗢𝗰𝘁𝗼𝗯𝗲𝗿: ▪️ 10X S&P 500 ETF 2,6% ▪️ 10X Total World Stock Tracker feeder Fund (UT& ETF) 0,4% 𝗧𝗼𝗽 𝘆𝗶𝗲𝗹𝗱𝘀 𝗶𝗻 𝗼𝘂𝗿 𝗿𝗮𝗻𝗴𝗲 𝗶𝗻 𝗢𝗰𝘁𝗼𝗯𝗲𝗿: ▪️ 10X Yield Selected Bond Index Fund 11% ▪️ 10X Govi Bond 10,2% ▪️ 10X SA ILB Index Fund 9,5% 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗱𝗮𝘁𝗮 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗰𝗼𝗺𝗽𝗹𝗲𝘁𝗲 𝗳𝘂𝗻𝗱 𝗿𝗮𝗻𝗴𝗲 𝗰𝗹𝗶𝗰𝗸 𝗵𝗲𝗿𝗲: https://lnkd.in/dA9ZKzyC 10X Investments

We brought a group of great minds together at the recent 10X Investments Think Investing Convention. Listen to the full recording here: https://lnkd.in/dAmDk76D