Multi-Strategy team insights
28th Jul 2022
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.
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
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
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
Head of Equities and Balanced
STANLIB Balanced Cautious Fund
Favouring fixed income and offshore cash as markets remain complex and uncertain.
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.