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.
STANLIB Flexible Income Fund
Protecting for continued market uncertainty with lower duration and more diversification
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.
STANLIB Multi-Style Equity Fund
Following a difficult quarter for equity markets, could we be in for a moderate rebound?
STANLIB Balanced Cautious Fund
Favouring fixed income and offshore cash as markets remain complex and uncertain.
STANLIB Property Income Fund
Companies within the sector generally showing better balance sheet health and many increasing payout ratios to boost fund yield.