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
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
Investing perspectives
Permanent Shifts: How will COVID-19 affect investing in the long-term?
In this live-recorded webinar, STANLIB’s Absolute Return team share an update on their asset allocation views heading into the third quarter.
23rd Jul 2020
Investing perspectives
Asset Allocation views: Dead cat bounce or V for victory?
In this live-recorded webinar, STANLIB’s Absolute Return team share an update on their asset allocation views heading into the third quarter.
16th Jul 2020
Investing perspectives
Has COVID-19 amplified offshore property growth trends?
In this live-recorded webinar, Our Listed Property team provide insightful views on the impact of the COVID-19 pandemic on worldwide property sub-sectors already set for growth.
26th Jun 2020
Investing perspectives
The structure of market drawdowns – a historical perspective
Chief Investment Officer of STANLIB Multi-Manager, Joao Frasco, analyses past market performance in an effort to inform our understanding of what markets are experiencing today and how they may behave in the future.
18th Jun 2020
Investing perspectives
Tilting towards opportunities during a market crisis
Since the outbreak of COVID-19, and the accompanying turbulence on global markets, there has been no shortage of financial market opinions and rhetoric.
18th Jun 2020
Investing perspectives
Are markets ahead of the economy, and should they be?
Colin Moore, Global Chief Investment Officer at Columbia Threadneedle, discusses why we should expect markets to try to anticipate complex future events but experience additional volatility as those expectations change.
17th Jun 2020
Investing perspectives
More Ups than Downs [Charticle]
Sudden and significant market sell-offs such as the one recently experienced may initially be alarming and disconcerting to any investor. However, it is important to keep the following in mind:
16th Jun 2020
Investing perspectives
Exploring the evolution and the relevance of index investing
In this live-recorded webinar, COO of 1nvest, Wehmeyer Ferreira, and the Head of Portfolio Management, Rademeyer Vermaak, share an insightful overview of this much talked about investment approach.
20th May 2020