‘This is an incredibly fruitful environment for stock pickers, and this volatility can throw up some tremendous opportunities’: Amit Parmar – JP Morgan Asset Management International Equity Group.
Property is often viewed as a homogenous asset class, but every asset presents a unique balance of risk and reward; the decision to allocate between domestic and offshore markets is complex and demands thorough deliberation.
The outlook for fixed income remains volatile but we are at the turn in the rate cycle. The party will be in bonds for the rest of this year.
South African investors have experienced a reduction in returns from traditional balanced funds over the last few years, with the 5-year rolling return declining over time.
Since 2016, STANLIB’s Enhanced Multi Style Equity Fund has combined human ingenuity and world-class data analytics to deliver consistent, market-beating returns at low cost. Citywire rates Rademeyer Vermaak, the Head of STANLIB Systematic Solutions, as one of the top equity portfolio managers in SA. We find out how he and his team approach investing.
South African mobsters seem to want to get their hands on a new category of valuables: cooking oil. Willowton Group, the maker of Sunfoil cooking oil, suffered several robberies in October 2022. Gunmen stormed a facility in Durban and three loaded trucks were stolen from a warehouse in Kempton Park.
We are just over six months into the year, but very soon Eskom’s load shedding in 2023 will exceed the 11.8 GWh that it failed to supply over the whole of 2022.
2022 was the worst year in memory for bond markets. In 2023, despite short-term macro headwinds at both a global and local level, the recent large local cash bonds sell-off is making valuations attractive over
the tactical horizon.
Welcome to the second year of the era of chaos, where interest rates are no longer negative and inflation is no longer a textbook concept. In this brave new world, there continues to be a growing appetite for investing in a more sustainable future. However,
sustainable investing has – for the first time – begun to come under extensive scrutiny from not only investors and activists, but also from regulators and policy makers.
Following a global wave of inflation and the steepest rate hiking cycle in memory, global bond yields are at levels not seen since before the Global Financial Crisis of 2007.
Income funds offer good risk-adjusted returns with lower volatility than other asset classes, especially in times of macroeconomic uncertainty. In a world of sticky inflation, rising interest rates and slowing growth, the STANLIB Fixed Income team has the experience and the tactical agility to protect and grow investors’ capital.
Misallocated capital is likely to be destroyed as business models based on a historically low cost of capital are repriced.
