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Balanced and Equity: An update from our portfolio managers

The investment landscape remains both uncertain and complex, characterised by varying recovery profiles across geographies, asset classes and sectors. Remaining mindful of changing industry dynamics and analysing what could be permanent vs temporary shifts is critical when investing for long-term growth.

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In this webinar, STANLIB’s Head of Research, Andrew Cuffe, Senior Portfolio Manager, Kobus Nell and Analyst, Fred Teeling-Smith, provide an insightful update on the shifting environment and relevance of investing in SA’s quality businesses. They also share their views on the market landscape, asset allocation positioning and opportunities, investment insights on selected SA shares and why it makes sense to invest in quality growth.

Andrew Cuffe

Andrew Cuffe

Head of Equity Research

Kobus Nel

Kobus Nel

Senior Portfolio Manager

Fred Teeling-Smith

Fred Teeling-Smith

Equity Analyst

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