2024 Long-term Capital Market Assumptions: Building smarter portfolios for a world in transition.
STANLIB has partnered with J.P. Morgan Asset Management (JPMAM) to create an offshore equity fund that offers SA investors a best ideas, diversified “all weather” equity portfolio managed by JPMAM’s world-class equity team.
The outlook for fixed income remains volatile but we are at the turn in the rate cycle. The party will be in bonds for the rest of this year.
Markets and economies have proved resilient so far this year in the face of rising interest rates, and investors are hopeful Goldilocks is on her way back. This seems too good to be true…
South African investors have experienced a reduction in returns from traditional balanced funds over the last few years, with the 5-year rolling return declining over time.
Income funds offer good risk-adjusted returns with lower volatility than other asset classes, especially in times of macroeconomic uncertainty. In a world of sticky inflation, rising interest rates and slowing growth, the STANLIB Fixed Income team has the experience and the tactical agility to protect and grow investors’ capital.
As we enter the second quarter, we expect China’s economy to continue to be supported by its Covid reopening, but we see more downside risks in developed economies.
“The party will be in fixed income this year.” That’s how Sylvester Kobo, our Deputy Head of Fixed Income, sums up the opportunities that await investors in this asset class in 2023.
In this webinar, Kevin Lings and Warren Buhai, share their views on what investors can expect in 2023 and beyond. They provide fresh ideas and unpack key macro themes and what these mean for markets and investors.
As we prepare to leave the market upheavals of 2022 behind, it is time to consider what lies beyond.
In this webinar, John Bilton, Head of Global Multi-Asset Strategy, and Thushka Maharaj, Multi-Asset Strategist, from J.P. Morgan Asset Management.
In this webinar STANLIB’s Chief Economist, Kevin Lings discusses the local and global economic environment and shares his views on what may lie ahead.
In this webinar, Michael Bell, Global Market Strategist at J.P. Morgan Asset Management and Caroline Keen, Portfolio Manager within the J.P. Morgan Asset Management International Equity Group, discussed their views on the market environment and how they are navigating uncertainty while finding investment opportunities.