In this webinar, STANLIB’s Senior Portfolio Manager in the Balanced and Equity team, Henk Viljoen, explores how balanced funds can provide both relevance and resilience in this economic climate.
Economics & Markets
In this article, STANLIB’s Chief Economist Kevin Lings and Head of Fixed Income Victor Mphaphuli discuss the positives, negatives and outcomes in SA’s Budget for the year ahead.
The structure of market drawdowns is an interesting concept to inform
investment decisions. This is particularly relevant as we continue to grapple with the ongoing temporary slowdowns in economic activity worldwide and protracted market uncertainty.
The South African economy has gone through a difficult time in the last couple of years. It has experienced rising unemployment, persistently low economic growth, rampant corruption, a systematically weakening fiscal position, and a clear lack of policy direction.
In 2021, the global economy is expected to expand by around 4%, assuming that the current vaccine rollout becomes much more widespread throughout the year.
Most investment professionals expect, and are trained to deal with, economic uncertainty. However, in many respects, the Covid-19 pandemic of 2020 completely overshadows previous crises.
We have been positive in the short- to medium-term on bond returns given valuations, however we recognise the inherent risks of a potential fiscal cliff.
The outcome of the US election will impact markets around the world. But the process is not well understood outside of the US. So, what does it take to win?
In this podcast, STANLIB’s Chief Economist, Kevin Lings highlights the most important aspects of the 2020 Medium term budget policy statement
In this webinar, STANLIB’s Chief Economist, Kevin Lings and Credit Alternatives Portfolio Manager, Kholofelo Molewa discuss SA’s current economic challenges and levers available to government for growth.
In this article, STANLIB’s Chief Economist, Kevin Ling’s provides a perspective on South Africa’s outlook for 2020 and beyond
A review of stimulus packages in 2020 relative to size of economy
(as a % of GDP)