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.
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.
