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.
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
In this webinar STANLIB’s Head of Multi Strategy, Marius Oberholzer, and Senior Portfolio Manager, Sylvester Kobo, help make sense of current markets.
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.
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
If you’re investing for the long term, remember to keep your long term in focus.
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.
In this article, Marius Oberholzer, Head of STANLIB’s Absolute Returns team, provides a breakdown of their 2021 tactical asset allocation and thinking.
In February 2020, we assessed nominal South African Government Bonds (SAGBs) through our six-lens Tactical Asset Allocation (TAA) framework.
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.
The coronavirus pandemic has generated a new level of co-ordination between central banks and governments, with potentially profound consequences for the economy and markets.
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.