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Investing perspectives

Investing perspectives

Balanced and Equity: An update from our portfolio managers

In this webinar, STANLIB’s Head of Research, Andrew Cuffe, Senior Portfolio Manager, Kobus Nell and Analyst, Fred Teeling-Smith, provide an update on a shifting environment and relevance of investing in SA’s quality businesses

STANLIB Index Investments: Can value relive its glory days?
Investing perspectives

Index Investments: Can value relive its glory days?

In this live-recorded webinar, STANLIB Index Investment’s Chief Operating Officer, Wehmeyer Ferreira and Portfolio Manager, Ann Sebastian, unpack the short and long term drivers behind this investment style.

Consumer spending changes are influencing business models and earnings growth
Investing perspectives

The relevance of equity in a balanced fund

The asset allocation decision within a balanced fund, largely based on the well-known and not always appreciated, concept of understanding the relationship between risk and reward

Vaccine-Thought-Leadership
Investing perspectives

Vaccine Modelling Thought Leadership

The logistics, the costs and the availability of the Covid-19 vaccine bring significant challenges and complexity to a simple solution aimed at leading societies and economies back to health.

Health Care risks – time for a check-up
Investing perspectives

Health Care risks – time for a check-up

In the middle of a global health care pandemic, with the economy on life support, the health care sector plays a defensive role in portfolio construction.

Banking Sector Investments
Investing perspectives

Banking sector investments: idea and process

The Absolute Return team holds a positive outlook on South African banks, based on the following factors which we unpack in this article written by Vaughan Henkel.