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.
Economics & Markets
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)
Chief Economist, Kevin Lings shares his views on the potential impact of this sobering Supplementary Budget on individuals, markets, and the greater economy.
In this live-recorded webinar political analyst, Melanie Verwoerd, and STANLIB’s Chief Economist Kevin Lings provide an insightful update on the South African political and economic landscape in 2020.
COVID-19 has wreaked havoc on global health systems, with the subsequent lockdown measures completely disrupting people’s lives. Will these changes represent a turning point in the way society functions?
COVID-19 could fundamentally reshape consumer and corporate behaviour as well as financial markets as we know it. Pauline Grange from Columbia Threadneedle highlights the 10 factors that can contribute to this change in this infographic.
In this live-recorded webinar STANLIB’s Chief Economist, Kevin Lings, provides a brief update on recent economic developments across the globe and in South Africa.