In this podcast, Peter van der Ross, portfolio manager in the STANLIB Multi-Strategy team, argues that Emerging Markets (EMs) may struggle to outperform Developed Markets in 2022
Multi-Strategy team insights
The pandemic and its aftermath have thrust policymakers into dangerous waters. Policymakers are currently sailing through a data fog, in which extremes in data points continue to plague traditional mathematical models.
South African equity market composition has shifted over time, becoming dominated by Multi-National and Resources company shares and therefore driven by global business cycles
In this webinar, STANLIB’s Multi-Strategy Portfolio Manager, Peter van der Ross and Senior Quantitative Strategist, Michael Streatfield provide insightful research as we venture into the second half of 2021.
Since COVID-19-related lockdowns became widespread globally in Q1 2020, bottlenecks have developed in various supply chains, including most commodity markets, to varying degrees.
The US Fed has made a major change in policy by moving to an average inflation target and reinforcing inclusive employment goals, STANLIB’s Multi-Strategy team explores the impact of this policy change.
The STANLIB Absolute Returns team will be renamed the Multi-Strategy investment team.
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.