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Investing perspectives

SAA Privitisation
Investing perspectives

Investing perspectives in a recovering world

In this webinar, STANLIB’s Multi-Strategy Portfolio Manager, Peter van der Ross and Senior Quantitative Strategist, Michael Streatfield provide insightful research as we venture into the second half of 2021.

Investing perspectives

Are we creatures of habit? [Charticle]

Consumer behaviour has changed. It would appear as though the sudden outbreak of a pandemic provided a catalyst for consumers to try something new.

2021 Investment Forum

Optimism, growth and good policy

This year, “inflation” is one of the words most bandied about in markets. For some investors it is a concern, and for others it represents an opportunity.

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.