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.
23rd Mar 2021
Local assets
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.
11th Mar 2021
Local assets
Balanced fund investing: Finding return opportunities in a new normal world
Looking forward, the flexibility of a balanced fund means managers can take advantage of the opportunities presented by the constantly changing macro-economic environment.
22nd Feb 2021
Local assets
The resilience of balanced funds in volatile times [PODCAST]
In this podcast, Herman van Velze, Head of STANLIB Equity and Balanced, expands on the outlook for various asset classes, with focus on the resilience of balanced funds.
25th Jan 2021
Local assets
Quantamental investing enhances investment outcomes
Quantamental investing, is being employed by an increasing number of investment managers to enhance the quality of their decision-making and deliver more consistent returns.
24th Jan 2021
Local assets
Kouga Wind Farm generates multiple benefits for investors, community
An investment by STANLIB in a renewable energy developer in 2010, even before SA’s renewable energy independent power procurement programme (REIPPP) was launched, has delivered benefits to the country, the local community and investors.
19th Jan 2021
Local assets
Credit markets attract yield-hungry global investors
Central bank stimulus aimed at countering the effects of COVID-19 has sent global capital hunting for yield, as investors in developed markets contemplate near-zero or negative interest rates
19th Jan 2021
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.
19th Jan 2021
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.
8th Dec 2020
Local assets
Finding alpha: Exploring equity investment styles and systematic investing
In this webinar, STANLIB Index Investments’ Chief Operating Officer, Wehmeyer Ferreira and Head of Portfolio Management, Rademeyer Vermaak, share their views on equity sector behaviours through changing markets
6th Nov 2020
Local assets
STANLIB Income Fund: An update from our portfolio managers
In this webinar, STANLIB’s Head of Fixed Income, Victor Mphaphuli and Credit Analyst, Stephan Pienaar, provide an update on the STANLIB Income Fund.
4th Nov 2020
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.
16th Oct 2020