An article published on Citywire noted that in recent times the ‘Absolute Return’ funds available to South African institutional investors have largely failed to achieve their CPI-related performance targets.
Fifteen years after the Global Financial Crisis banks may be better capitalised but they are clearly still a source of risk for the world.
“The party will be in fixed income this year.” That’s how Sylvester Kobo, our Deputy Head of Fixed Income, sums up the opportunities that await investors in this asset class in 2023.
South African Asset Manager STANLIB selects BlackRock’s Aladdin enterprise investment management technology to drive transformational growth.
The Financial Action Task Force announcement that SA will be subject to increased monitoring is likely to have serious repercussions for the country’s links to global financial systems.
The recent STANLIB 2023 InPerspective roadshow aimed to give you actionable insights to bring focus in a blurry world. The key question we asked is: ‘where to invest for the best outcomes?’.
In STANLIB’s Multi-Strategy team we recognise that the future is best understood as a range of outcomes and is constantly evolving.
J.P. Morgan Asset Management’s 27th annual edition of their Long-Term Capital Market Assumptions report explores how lower valuations and higher yields mean that markets today offer the best potential long-term returns since 2010.
A 2022 bond market investor surveying the wreckage of their portfolio has a lot in common with Dorothy, the heroine of The Wizard of Oz. Like her, they have suffered a perfect storm and awoken to find themselves in a strange new country.
The South African economy is facing a range of cyclical as well as structural impediments to growth, and they are being amplified by a weakening global economic environment.
‘Public markets’ refer to assets listed and traded on a public exchange like the JSE. ‘Private markets’ describes the much larger universe of unlisted debt and equity assets and their investors.
Even in an era of ubiquitous computing power STANLIB understands that building effective investment portfolios requires the creative and analytical genius of the human mind.
