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Multi-Strategy team insights

Local assets

South African Equities – What lies beneath

In this webinar STANLIB’s Head of Absolute Returns, Marius Oberholzer, and Senior Portfolio Manager, Warren Buhai, shared their SA equity thesis, while considering the market shifts in 2020.

Investment views in the midst of market turmoil
Investing perspectives

Investment views in the midst of market turmoil

To help navigate these volatile and uncertain times, we have prepared insights from our economics team and perspectives of our various teams entrusted with managing your investments.

COVID-19 STANLIB Absolute Returns perspective
Investing perspectives

COVID-19: Absolute Returns perspective

The twin pronged attack of slumping oil prices and a significant economic downturn due to the COVID- 19 induced shutdown is proving historic in its extent and speed.

Local assets

On lending to the SA Government

Traditionally, government bonds are referred to as ‘risk-free’ assets. Much of modern financial theory, and indeed, the practical day-to-day workings of financial markets, depend on such a concept.

Local assets

South African Equities: value or value trap

South African investors have enjoyed phenomenal returns over the last 2-3 decades, as local equity returns outpaced those of most equity markets around the world.