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InPerspective podcast series

Inflation in the US has reached its highest point in decades, global equity markets have been falling far and fast in 2022 and South African markets have not been spared the volatility. Uncertainty remains as a global recession looms. Listen to perspectives from STANLIB portfolio managers and gain insight as to how they are navigating current market themes and positioning the funds they manage within our core local fund range.

InPerspective-podcast-series
Sylvester Kobo

Sylvester Kobo

Senior Portfolio Manager, STANLIB Fixed Income

STANLIB Flexible Income Fund

Protecting for continued market uncertainty with lower duration and more diversification

Marius Oberholzer

Marius Oberholzer

Head of Multi Strategy

STANLIB Absolute Plus Fund

There was nowhere to hide in Q2 2022. Outcomes from upcoming US earnings season should provide a gauge for risk appetite and tactical asset allocation changes.

Rademeyer Vermaak

Rademeyer Vermaak

Head of Portfolio Management,
STANLIB Index Investments

STANLIB Multi-Style Equity Fund

Following a difficult quarter for equity markets, could we be in for a moderate rebound?

Herman Van Velze

Herman Van Velze

Head of Equities and Balanced

STANLIB Balanced Cautious Fund

Favouring fixed income and offshore cash as markets remain complex and uncertain.

Nesi Chetty

Nesi Chetty

Head of Listed Property

STANLIB Property Income Fund

Companies within the sector generally showing better balance sheet health and many increasing payout ratios to boost fund yield.

More insights