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Local assets

Fundamentals of value remain elusive
Local assets

Fundamentals of value remain elusive

Value has underperformed growth for many years post the GFC. The recent COVID-19 recovery has fuelled a rotation into value from growth and has sparked investor debate.

Navigating through fundamental shifts in the financial markets during the pandemic
Local assets

Fixed Income: An update from our portfolio managers

In this webinar, STANLIB’s Head of Fixed Income, Victor Mphaphuli and Senior Portfolio Manager, Sylvester Kobo, share insights on markets and fixed income assets in 2021 and what they expect from the year ahead.

STANLIB ESG
Local assets

ESG moves to the centre of investment decision-making

Nicholas Naidoo, head of credit at STANLIB Credit Alternatives, and Zeyn Ismail, head of STANLIB Credit Alternatives’ investment team, recently presented their views at the Alternatives Investment Forum 2020 on how Environmental, Social and Governance (ESG). Here’s a summary of their presentation.

Local assets

Opportunities in South Africa’s retail property

In this article STANLIB Listed Property Senior Portfolio Manager, Nesi Chetty discusses the impact COVID-19 has had on retail property fundamentals as well as opportunities to those companies that can adapt to changed operating conditions.

Listed property webinar
Local assets

SA Listed Property – Apocalypse or Opportunity?

In this webinar, STANLIB’s Head of Listed Property, Keillen Ndlovu & Senior Portfolio Manager, Nesi Chetty, discuss the shifting sector dynamics and how property companies could be reshaping to grow.