Investing perspectives
Going digital…faster
‘Staying home’ in 2020 has seen online shopping increase further, entrenching behaviours that may not have shifted before the pandemic.
2nd Dec 2020
Investing perspectives
Investing perspectives
Viewing asset management through a new lens
2020 has been a year of extreme volatility, both emotionally and for financial markets.
1st Dec 2020
Investing perspectives
A systematic approach to active management
Growth or value? The debate over which of these investment styles is superior has regained energy over the last year, especially in equity markets.
1st Dec 2020
Investing perspectives
Low interest rates and high government debt have become the norm
Apart from the human tragedy
associated with the spread of COVID-19, these measures forced the world economy into an unprecedented economic recession.
1st Dec 2020
Investing perspectives
Investment opportunities in a changing world
Long-term thematic investments are those that benefit from structural changes to the world in which we live. These themes tend to be long-lived and provide significant performance advantages over time, if correctly identified.
1st Dec 2020
Investing perspectives
The retail sector perspectives on global trends
The pandemic-led global economic slowdown has had a significant and unforeseen impact on the retail sector worldwide.
1st Dec 2020
Investing perspectives
Market insights and investment perspectives in a year of change
In this webinar STANLIB Absolute Returns’ senior portfolio managers, Warren Buhai and David McNay, share insightful views on markets and investing as we head towards the end of a year marked by unforeseen change.
20th Nov 2020
Investing perspectives
ESG moves to the centre of investment decision-making
Environmental, social and governance (ESG) considerations are increasingly being integrated into asset managers’ decision-making processes in SA, as well as internationally.
2nd Nov 2020
Investing perspectives
Investment style rotations: growth versus value
William Davies, CIO, EMEA & Global Head of Equities at Columbia Threadneedle discusses the advantages and disadvantages of style rotations
31st Aug 2020
Investing perspectives
Navigating Investment Cycles
In this live-recorded webinar, STANLIB’s Fixed Income team share their views on the current fixed income environment in South Africa and Namibia and how the Namibia Income Fund is positioned during these extraordinary times.
13th Aug 2020
Investing perspectives
STANLIB Namibia Income Fund: Where to from here?
In this live-recorded webinar, STANLIB’s Fixed Income team share their views on the current fixed income environment in South Africa and Namibia and how the Namibia Income Fund is positioned during these extraordinary times.
31st Jul 2020
Investing perspectives
How will Covid-19 leave a lasting stamp on the investment environment?
In this article, Mark Lovett, STANLIB’s Head of Investments, deep dives into the five areas that may be permanently impacted by COVID-19.
28th Jul 2020