+
Wehmeyer Ferreira

Wehmeyer Ferreira

Articles by

Wehmeyer Ferreira
STANLIB Asset Management webinar: Multi-Asset Investing for a Shifting Landscape
STANLIB Asset Management webinar: Multi-Asset Investing for a Shifting Landscape
By
Wehmeyer Ferreira
On
Reading time:
min read

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.

STANLIB Asset Management webinar: Multi-Asset Investing for a Shifting Landscape
STANLIB Asset Management webinar: Multi-Asset Investing for a Shifting Landscape
By
Wehmeyer Ferreira
On
Reading time:
min read

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.

All articles

STANLIB Asset Management backs Traxtion to boost rail capacity

STANLIB Asset Management backs Traxtion to boost rail capacity

STANLIB Asset Management, through STANLIB Infrastructure Investments, has acquired a significant minority equity interest in Traxtion, a leading private rail operator, as part of a R1.5 billion funding round to expand freight rail capacity across South Africa and the broader region.

Why credibility matters in impact investing in South Africa

Why credibility matters in impact investing in South Africa

In this episode, Johan Marnewick,  Head of Fixed Income Private Markets at STANLIB, and Karishma Bhoolia, Senior Climate Risk Analyst at JustShare, talk to Jeremy Maggs about what is needed in the way of policy and standards to give impact investing greater credibility.

Batseta Winter Conference STANLIB competition

Batseta Winter Conference STANLIB competition

STANLIB Asset Management (Pty) Ltd is the promoter of the Competition. Any reference to we/us/our refers to the said promoter and includes the promoter’s directors, members, partners, sponsors, agents or consultants.

Unicorns 4 with SA context

Unicorns 4 with SA context

The fragility we are starting to see in certain areas of global private credit is primarily a US, and partly a European, issue. It is unlikely to have a direct contagion effect on SA private credit, for a number of reasons.

Beyond emotions: The power of a systematic approach to investing

Beyond emotions: The power of a systematic approach to investing

In modern investment management, how decisions are made matters just as much as which decisions are made. As markets become more complex, interconnected, and information-rich, fragmented or ad-hoc investment processes increasingly struggle to deliver consistent outcomes. This is where an integrated, systematic investment engine becomes a powerful differentiator, as seen in STANLIB’s approach to equity investing.

Growing internal talent: STANLIB appoints new portfolio manager

Growing internal talent: STANLIB appoints new portfolio manager

Johannesburg, 23 April 2026 – STANLIB Asset Management is pleased to announce the promotion of Chetan Ramlall to portfolio manager in the Systematic Solutions team, effective 1 April 2026. This appointment is aligned with STANLIB’s long-standing commitment to the development of future leaders within its investment teams.

Retirement funds are key players in helping to tackle SA’s ailing infrastructure

Retirement funds are key players in helping to tackle SA’s ailing infrastructure

In the ninth podcast in our “The More You Know” series, Marisa Bester, COO of Infrastructure Investment at STANLIB Asset Management, and Johan Marnewick, Head of Fixed Income Private Markets, speak to Jeremy Maggs about how this capital can be mobilised. They discuss different types of infrastructure projects, the risks involved, and how to measure their impact.

Unicorns Part 4: The Slow Unravelling

Unicorns Part 4: The Slow Unravelling

After years of easy money masking underlying fragilities, signs of strain are now emerging in parts of the private-credit ecosystem. Listed private-credit lenders are weakening, software‑linked borrowers are under pressure, and liquidity structures are being tested as refinancing becomes more challenging. While not dramatic, these shifts echo risks highlighted in earlier Unicorn articles and suggest the long cycle of abundant liquidity is slowly unravelling. Understanding how stress in private markets can spill into listed credit and equity is becoming increasingly important for portfolio management.

Trust your manager to navigate volatile fixed income markets

Trust your manager to navigate volatile fixed income markets

On 19 March 2026, we hosted a webinar with Sylvester Kobo, Deputy Head of Fixed Income, and Alan Ehret, Head of Retail Distribution at STANLIB Asset Management. The webinar presented the outlook for fixed income markets and explored how the STANLIB Flexible Income Fund and the STANLIB Income Fund have adjusted their positioning in response to the developments in the Middle East.

STANLIB’s Khanyisa Energy Transition Fund reaches R5bn at first close

STANLIB’s Khanyisa Energy Transition Fund reaches R5bn at first close

STANLIB Asset Management today announces the first close of the STANLIB Khanyisa Energy Transition Fund with R5 billion raised to date. The fund aims to mobilise capital from long-term investors to help finance South Africa’s Just Energy Transition ambitions.

Middle East changes the potential pathways

Middle East changes the potential pathways

Trust your manager to confidently navigate volatile fixed income markets, even as the Middle East reshapes potential pathways.

The R4 Trillion Gap That Will Define South Africa’s Future

The R4 Trillion Gap That Will Define South Africa’s Future

SA’s growth story is not contained in conference rooms or policy papers. While these are a necessary beginning, action is at last materialising in the building of substations, solar plants, ports, and logistics corridors.

STANLIB Asset Management Roadshow 2026

STANLIB Asset Management Roadshow 2026

At our recent roadshow, our expert economic and investment teams separated some of the signals from the static, and offered their views on what to expect from markets and asset classes in 2026.

SA starts to give investors the confidence they need: the US doesn’t

SA starts to give investors the confidence they need: the US doesn’t

Sustained business confidence is fundamental for both the US and SA to lift economic growth to more exciting levels in the medium term. But while the policies of the current US administration are creating ongoing uncertainty for businesses, SA is taking tentative steps, in certain areas, to encourage private sector investment in the economy.

South African and US equities set to do well as growth picks up

South African and US equities set to do well as growth picks up

STANLIB’s Multi-Asset team believes that the US could be inthe early stages of an early cyclical growth phase, for several reasons.

Long-dated SA bonds still look appealing

Long-dated SA bonds still look appealing

Diversification and nimbleness will be essential to manage fixed income markets successfully in 2026, when the two biggest risks could be a strengthening dollar and local political instability.

South African National Budget 2026/2027

South African National Budget 2026/2027

The South African Minister of Finance, Enoch Godongwana, presented his fifth National Budget on Wednesday, 25 February 2026. While the global and domestic economic backdrop remains challenging, some of SA’s recent economic reform initiatives are gaining traction, resulting in apositive medium-term growth outlook.

How the FSCA Cyber Draft Impacts Third-Party Governance

How the FSCA Cyber Draft Impacts Third-Party Governance

The Financial Sector Conduct Authority (FSCA) and Prudential Authority (PA) draft on material information technology (IT) and cyber event reporting has begun an important conversation. Beyond compliance, it highlights a growing area of risk: third-party providers. Financial institutions increasingly rely on cloud platforms, fintech partners, and outsourced services. A breach or disruption at one of these providers could ripple across the institution and, if the draft is finalised as proposed, may trigger regulatory reporting obligations.

SA bonds: What's driving the rally?

SA bonds: What's driving the rally?

Analysis of the performance of SA bonds so far this year and the implications thereof. The yield on the blended 10-year government bond reached a best level of 7.95%. This is the lowest since 2015.

Africa is no longer a side bet in global capital markets

Africa is no longer a side bet in global capital markets

Africa’s place inthe global investment landscape is again under scrutiny, not because conditions are calm and predictable, but precisely because they are not.

I agree with the sentiments expressed by Canadian Prime Minister Mark Carney at the World Economic Forum 2026 when he said that the world has entered a period of rupture rather than gradual transition. I submit that Africa cannot afford to remain passive as global capital is reshuffled.

>
The R4 Trillion Gap That Will Define South Africa’s Future

The R4 Trillion Gap That Will Define South Africa’s Future

SA’s growth story is not contained in conference rooms or policy papers. While these are a necessary beginning, action is at last materialising in the building of substations, solar plants, ports, and logistics corridors.

SA starts to give investors the confidence they need: the US doesn’t

SA starts to give investors the confidence they need: the US doesn’t

Sustained business confidence is fundamental for both the US and SA to lift economic growth to more exciting levels in the medium term. But while the policies of the current US administration are creating ongoing uncertainty for businesses, SA is taking tentative steps, in certain areas, to encourage private sector investment in the economy.

South African National Budget 2026/2027

South African National Budget 2026/2027

The South African Minister of Finance, Enoch Godongwana, presented his fifth National Budget on Wednesday, 25 February 2026. While the global and domestic economic backdrop remains challenging, some of SA’s recent economic reform initiatives are gaining traction, resulting in apositive medium-term growth outlook.

How the FSCA Cyber Draft Impacts Third-Party Governance

How the FSCA Cyber Draft Impacts Third-Party Governance

The Financial Sector Conduct Authority (FSCA) and Prudential Authority (PA) draft on material information technology (IT) and cyber event reporting has begun an important conversation. Beyond compliance, it highlights a growing area of risk: third-party providers. Financial institutions increasingly rely on cloud platforms, fintech partners, and outsourced services. A breach or disruption at one of these providers could ripple across the institution and, if the draft is finalised as proposed, may trigger regulatory reporting obligations.

Africa is no longer a side bet in global capital markets

Africa is no longer a side bet in global capital markets

Africa’s place inthe global investment landscape is again under scrutiny, not because conditions are calm and predictable, but precisely because they are not.

I agree with the sentiments expressed by Canadian Prime Minister Mark Carney at the World Economic Forum 2026 when he said that the world has entered a period of rupture rather than gradual transition. I submit that Africa cannot afford to remain passive as global capital is reshuffled.

Global growth remains resilient despite a trade war with the US and increased geopolitical conflict

Global growth remains resilient despite a trade war with the US and increased geopolitical conflict

Global growth remains resilient despite a trade war with the US and rising geopolitical conflict. Discover the forces shaping the 2026 outlook, risks, and opportunities for investors and policymakers.

Why record cash levels haven't translated into growth yet

Why record cash levels haven't translated into growth yet

South Africa’s corporates hold record levels of cash, a sign of strength but also of deep-seated caution. STANLIB chief economist Kevin Lings says low growth, infrastructure constraints and accountant-driven leadership have shaped a conservative corporate culture. Unlocking this capital, he notes, will require renewed confidence, stronger partnerships, and a shift from risk avoidance to opportunity-led investment.

South Africa exits FATF grey list, boosting investor confidence

South Africa exits FATF grey list, boosting investor confidence

SA has been removed from the FATF grey list, together with Nigeria, Mozambique and Burkina Faso. This should provide some uplift to investor and business confidence.

STANLIB webinar: Mid-year Investment Outlook with J.P. Morgan Asset Management

STANLIB webinar: Mid-year Investment Outlook with J.P. Morgan Asset Management

On Thursday, 31 July 2025 we hosted a webinar with Karen Ward, Chief Market Strategist for EMEA at our strategic offshore investment partner J.P. Morgan Asset Management and Kevin Lings, Chief Economist at STANLIB Asset Management. The webinar explored key insights from J.P. Morgan Asset Management’s 2025 Mid-Year Investment Outlook for building resilient portfolios in uncertain times.

Economic outlook: Tariffs reshape global and US

Economic outlook: Tariffs reshape global and US

In 2024 the world economy grew by an estimated 2.8%, in line with its long-term average, and at the beginning of this year was forecast to expand by 2.7% in 2025. Unfortunately, during the past six months the global economy has experienced substantial and sustained headwinds relating mainly to US trade policy uncertainty. Consequently, global growth has been revised down to 2.2% in 2025 with most economies, especially the US, decelerating relative to last year.

Revised South African National Budget 2025/2026

Revised South African National Budget 2025/2026

The South African Minister of Finance, Enoch Godongwana, presented the third iteration of his fourth National Budget on Wednesday, 21 May 2025. This followed the withdrawal of the second attempt amid ongoing disagreement within the Government of National Unity (GNU) cabinet on the amended proposed increase of the VAT rate by one percentage point over two years.

Generative AI in Investment Management: Navigating the jagged frontier of AI

Generative AI in Investment Management: Navigating the jagged frontier of AI

After a year of hands-on experience with STANLIB Multi-Asset’s bespoke AI tool MAISY (Multi-Asset AI System), we’ve gained unique insights into both the pitfalls and potential of this transformative technology.

2023 InPerspective | Webinar

2023 InPerspective | Webinar

Following several years of volatility and uncertainty, 2023 promises to bring more challenges and opportunities.

Market behaviours and recessions

Market behaviours and recessions

Until monetary authorities provide clear guidance about future policy, volatility risks highlight the need for asset diversification in long-term investment portfolios.

Russia’s invasion of Ukraine – An Economic Update

Russia’s invasion of Ukraine – An Economic Update

Russia’s invasion of Ukraine has resulted in tragedy and a significant human toll. Global commodity prices have soared posing risks to the global economic recovery.

Can fast-growing markets deliver investors more?

Can fast-growing markets deliver investors more?

Fast-growing regions should in theory offer investors superior growth opportunities compared to developed markets.

Not your grandfather’s Fed…

Not your grandfather’s Fed…

STANLIB’s Multi-Strategy team explores the impact of the recent policy change implemented by the US Federal reserve

Growing South Africa

Growing South Africa

South Africa’s economic growth challenges may have been amplified in 2020 with the fiscus under severe strain. The strategic direction from the country’s political leadership remains focused on unlocking much needed growth and prosperity. Among the frequently discussed growth levers for government are improved fiscal discipline, prescribed assets and the presidency’s Infrastructure Fund. Which one of these options is more likely to deliver the growth SA needs?

Decoding 2019: An outlook on economics, politics and absolute returns

Decoding 2019: An outlook on economics, politics and absolute returns

What will define markets in 2019? This outlook breaks down the key economic and political forces at play, offering insight into how absolute return strategies can navigate a shifting global landscape.

>
Why credibility matters in impact investing in South Africa

Why credibility matters in impact investing in South Africa

In this episode, Johan Marnewick,  Head of Fixed Income Private Markets at STANLIB, and Karishma Bhoolia, Senior Climate Risk Analyst at JustShare, talk to Jeremy Maggs about what is needed in the way of policy and standards to give impact investing greater credibility.

Unicorns 4 with SA context

Unicorns 4 with SA context

The fragility we are starting to see in certain areas of global private credit is primarily a US, and partly a European, issue. It is unlikely to have a direct contagion effect on SA private credit, for a number of reasons.

Beyond emotions: The power of a systematic approach to investing

Beyond emotions: The power of a systematic approach to investing

In modern investment management, how decisions are made matters just as much as which decisions are made. As markets become more complex, interconnected, and information-rich, fragmented or ad-hoc investment processes increasingly struggle to deliver consistent outcomes. This is where an integrated, systematic investment engine becomes a powerful differentiator, as seen in STANLIB’s approach to equity investing.

Retirement funds are key players in helping to tackle SA’s ailing infrastructure

Retirement funds are key players in helping to tackle SA’s ailing infrastructure

In the ninth podcast in our “The More You Know” series, Marisa Bester, COO of Infrastructure Investment at STANLIB Asset Management, and Johan Marnewick, Head of Fixed Income Private Markets, speak to Jeremy Maggs about how this capital can be mobilised. They discuss different types of infrastructure projects, the risks involved, and how to measure their impact.

Unicorns Part 4: The Slow Unravelling

Unicorns Part 4: The Slow Unravelling

After years of easy money masking underlying fragilities, signs of strain are now emerging in parts of the private-credit ecosystem. Listed private-credit lenders are weakening, software‑linked borrowers are under pressure, and liquidity structures are being tested as refinancing becomes more challenging. While not dramatic, these shifts echo risks highlighted in earlier Unicorn articles and suggest the long cycle of abundant liquidity is slowly unravelling. Understanding how stress in private markets can spill into listed credit and equity is becoming increasingly important for portfolio management.

Middle East changes the potential pathways

Middle East changes the potential pathways

Trust your manager to confidently navigate volatile fixed income markets, even as the Middle East reshapes potential pathways.

South African and US equities set to do well as growth picks up

South African and US equities set to do well as growth picks up

STANLIB’s Multi-Asset team believes that the US could be inthe early stages of an early cyclical growth phase, for several reasons.

South African National Budget 2026/2027

South African National Budget 2026/2027

The South African Minister of Finance, Enoch Godongwana, presented his fifth National Budget on Wednesday, 25 February 2026. While the global and domestic economic backdrop remains challenging, some of SA’s recent economic reform initiatives are gaining traction, resulting in apositive medium-term growth outlook.

Reposition Africa in global financial markets

Reposition Africa in global financial markets

In this episode of TheMore You Know, Jeremy Maggs interviews STANLIB Asset Management CEO, DerrickMsibi, who argues that Africa has the potential to attract capital more broadlythan only to the JSE, which many investors mistakenly treat as a proxy for theentire continent. He proposes three key policy moves that would help to movethe continent onto the investment radar.

The most powerful idea in finance since the gold standard

The most powerful idea in finance since the gold standard

If you want to understand why cryptocurrency refuses to fade into irrelevance, start with a number that should unsettle anyone who cares about the future of money.

Cryptocurrency: hype or investable opportunity?

Cryptocurrency: hype or investable opportunity?

In this episode, Rademeyer Vermaak, Head of Systematic Solutions, talks to Jeremy Maggs about why cryptocurrency is important and how it is evolving in response to the needs of the global financial system. While existing regulation does not allow South African asset managers to hold it now, that is likely to change in the future, he suggests.

Agility will deliver returns in a dynamic 2026

Agility will deliver returns in a dynamic 2026

2025 was a year of exceptional returns for South African investors. As we enter 2026, our outlook is one of cautious optimism. The global investment environment is still buoyed by strong monetary and fiscal policy support, which continues to underpin equity markets. Earnings growth has been robust and economic resilience has persisted, despite the challenges posed by tariffs and geopolitical disruptions. Our team emphasises that policy support remains a cornerstone for equities, and the current cycle is unlikely to be derailed in the near term.

Investing through uncertainty: A 2026 multi-asset investment strategy

Investing through uncertainty: A 2026 multi-asset investment strategy

Despite an exceptional return scoreboard for markets and South African investors in 2025, as we head into 2026 our tactical view remains one of cautious optimism. Markets are being fuelled by AI momentum - a secular theme driving a capex cycle that provides a tailwind. A supportive macro backdrop exists for assets, despite valuation concerns, and while the global equity risk premia (expand) is low, we think it is justifiably low, although there is increasing risk in fixed income markets (remember to us all assets are risk assets).

Will AI boom become AI bust?

Will AI boom become AI bust?

In the seventh episode of our “The More You Know” series, Mark Lovett, STANLIB Head of Investments, shares his experience of other market bubbles to help put the current AI hype into context. He emphasises the need for investors to identify the winners and losers in this new technology wave and discusses how AI is affecting the asset management industry.

South African Medium-Term Budget Policy Statement November 2025 - a brief review

South African Medium-Term Budget Policy Statement November 2025 - a brief review

This year’s Medium-Term Budget Policy Statement (MTBPS) was presented in a slightly more encouraging domestic economic environment, with a modest improvement in SA’s growth dynamic since the May 2025 National Budget.

Investing with conviction in uncertain conditions

Investing with conviction in uncertain conditions

Investors face an uncertain market environment that demands responsiveness and discernment, in a context where a 9.8% (circa CPI+5%) return is regarded as modest by local standards.

Peace Through Strength: The Case for Defence Investment

Peace Through Strength: The Case for Defence Investment

In a new uncertain world, after decades of underinvestment, European nations are embarking on an unprecedented military spending surge, creating a potential golden era globally for defence contractors. With NATO members raising commitments to target spend from 2% to at least 3% of GDP and an estimated €500 billion investment gap over the next decade, the sector offers compelling growth prospects despite an already strong year-to-date performance.

Why SA bonds are attracting interest

Why SA bonds are attracting interest

In episode six of our “The More You Know” vodcast series, Peter van der Ross, Deputy Head of STANLIB Multi-Asset, talks to Jeremy Maggs about the concerns about global bonds and why SA bonds are attracting interest, including from global investors. He also pinpoints which market areas are most appealing to the team now.

Trust your manager to navigate through volatile fixed income markets

Trust your manager to navigate through volatile fixed income markets

In the latest episode of our The More You Know vodcast series, Sylvester Kobo, Deputy Head of Fixed Income at STANLIB Asset Management, counsels’ investors to “get comfortable with discomfort” for the foreseeable future and avoid focusing on short term ups and downs.

He also discusses the factors that have driven a 14% return from the local bond market. He explains how the Fixed Income team is actively managing duration to respond to the volley of new information and filtering out what is not relevant.

The More You Know: Why are markets rising while growth stalls?

The More You Know: Why are markets rising while growth stalls?

SA's economy feels sluggish, yet the JSE has been notching up record highs. Many investors are baffled by the fact that share prices are climbing while growth remains weak.

In the latest episode of The More You Know, the podcast from STANLIB Asset Management, two of the firm's senior multi-asset specialists, Warren Buhai and Peter van der Ross, explained why markets and economies so often disconnect, and what investors should do to respond.

>
Growing internal talent: STANLIB appoints new portfolio manager

Growing internal talent: STANLIB appoints new portfolio manager

Johannesburg, 23 April 2026 – STANLIB Asset Management is pleased to announce the promotion of Chetan Ramlall to portfolio manager in the Systematic Solutions team, effective 1 April 2026. This appointment is aligned with STANLIB’s long-standing commitment to the development of future leaders within its investment teams.

2026 Long-term Capital Market Assumptions

2026 Long-term Capital Market Assumptions

Our final webinar for 2025 focused on J.P. Morgan Asset Management’s (JPMAM) 2026 Long-term Capital Market Assumptions with Thushka Maharaj, Senior Global Strategist, Multi-Asset Solutions at J.P. Morgan Asset Management and Marius Oberholzer, STANLIB Head of Multi-Asset.

STANLIB appoints new Head of Fixed Income Credit

STANLIB appoints new Head of Fixed Income Credit

Johannesburg, 19 November 2025 – STANLIB Asset Management is pleased to announce the promotion of Portia Boshomane to Head of Fixed Income Credit, effective 1 November 2025. This appointment reflects STANLIB’s long-standing commitment to succession planning and the development of future leaders within its investment teams.

Webinar: STANLIB Global Select Fund - Where to Next?

Webinar: STANLIB Global Select Fund - Where to Next?

On 17 September 2025 we hosted a a webinar with Amit Parmar, investment specialist at J.P. Morgan and Kevin Lings, STANLIB’s Chief Economist where the pair discuss the Global Select Fund’s performance over the last quarter and how the fund is positioned to deliver long-term results.

STANLIB Asset Management webinar: Multi-Asset Investing for a Shifting Landscape

STANLIB Asset Management webinar: Multi-Asset Investing for a Shifting Landscape

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.

A view to distant horizons with J.P. Morgan Asset Management

A view to distant horizons with J.P. Morgan Asset Management

A fundamental research-driven approach to active global equities management.

Expand your investment horizons with STANLIB and J.P. Morgan Asset Management

Expand your investment horizons with STANLIB and J.P. Morgan Asset Management

A fundamental research-driven approach to active global equities management.

Bonds are Back

Bonds are Back

Following a global wave of inflation and the steepest rate hiking cycle in memory, global bond yields are at levels not seen since before the Global Financial Crisis of 2007.

>
>
Trust your manager to navigate volatile fixed income markets

Trust your manager to navigate volatile fixed income markets

On 19 March 2026, we hosted a webinar with Sylvester Kobo, Deputy Head of Fixed Income, and Alan Ehret, Head of Retail Distribution at STANLIB Asset Management. The webinar presented the outlook for fixed income markets and explored how the STANLIB Flexible Income Fund and the STANLIB Income Fund have adjusted their positioning in response to the developments in the Middle East.

STANLIB Asset Management Roadshow 2026

STANLIB Asset Management Roadshow 2026

At our recent roadshow, our expert economic and investment teams separated some of the signals from the static, and offered their views on what to expect from markets and asset classes in 2026.

2026 Long-term Capital Market Assumptions

2026 Long-term Capital Market Assumptions

Our final webinar for 2025 focused on J.P. Morgan Asset Management’s (JPMAM) 2026 Long-term Capital Market Assumptions with Thushka Maharaj, Senior Global Strategist, Multi-Asset Solutions at J.P. Morgan Asset Management and Marius Oberholzer, STANLIB Head of Multi-Asset.

Webinar: STANLIB Global Select Fund - Where to Next?

Webinar: STANLIB Global Select Fund - Where to Next?

On 17 September 2025 we hosted a a webinar with Amit Parmar, investment specialist at J.P. Morgan and Kevin Lings, STANLIB’s Chief Economist where the pair discuss the Global Select Fund’s performance over the last quarter and how the fund is positioned to deliver long-term results.

STANLIB Asset Management webinar: Multi-Asset Investing for a Shifting Landscape

STANLIB Asset Management webinar: Multi-Asset Investing for a Shifting Landscape

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.

STANLIB webinar: Mid-year Investment Outlook with J.P. Morgan Asset Management

STANLIB webinar: Mid-year Investment Outlook with J.P. Morgan Asset Management

On Thursday, 31 July 2025 we hosted a webinar with Karen Ward, Chief Market Strategist for EMEA at our strategic offshore investment partner J.P. Morgan Asset Management and Kevin Lings, Chief Economist at STANLIB Asset Management. The webinar explored key insights from J.P. Morgan Asset Management’s 2025 Mid-Year Investment Outlook for building resilient portfolios in uncertain times.

STANLIB webinar: Where to next for fixed income investors?

STANLIB webinar: Where to next for fixed income investors?

On 5 June 2025 we hosted a webinar with Sylvester Kobo, Deputy Head of Fixed Income, and Tarryn Sankar, Head of Credit and Investment Research at STANLIB Asset Management. The webinar presented the outlook for fixed income markets and explored how the STANLIB Flexible Income Fund is positioned to continue delivering returns.

A view to distant horizons with J.P. Morgan Asset Management

A view to distant horizons with J.P. Morgan Asset Management

A fundamental research-driven approach to active global equities management.

Expand your investment horizons with STANLIB and J.P. Morgan Asset Management

Expand your investment horizons with STANLIB and J.P. Morgan Asset Management

A fundamental research-driven approach to active global equities management.

2023 InPerspective | Webinar

2023 InPerspective | Webinar

Following several years of volatility and uncertainty, 2023 promises to bring more challenges and opportunities.

A long term outlook with JPMAM

A long term outlook with JPMAM

As we prepare to leave the market upheavals of 2022 behind, it is time to consider what lies beyond.

Global and local economies under pressure

Global and local economies under pressure

2022 continues to be a challenging year for global markets as they grapple with a variety of economic challenges and a potential recession. The year has seen policymakers raising interest rates in an effort to curb inflation and supply shortages continue to hamper growth as one of the consequences of Russia’s invasion of Ukraine. Considering these and other challenges, how are global and local economies faring under continued pressure?

Flexible Income Fund: Finding income growth and capital protection during a challenging cycle

Flexible Income Fund: Finding income growth and capital protection during a challenging cycle

In a world of uncertainty, high inflation, low interest rates, high liquidity and rising government debt – how can we find income growth and capital protection from our multi-asset income fund?

Russia’s invasion of Ukraine – An Economic Update

Russia’s invasion of Ukraine – An Economic Update

Russia’s invasion of Ukraine has resulted in tragedy and a significant human toll. Global commodity prices have soared posing risks to the global economic recovery.

More access to offshore investment opportunities

More access to offshore investment opportunities

On Tuesday, 22 February 2022, we hosted a virtual event to introduce two new offshore funds, developed by STANLIB and J.P. Morgan Asset Management, to take your offshore investing to new horizons.

Investing perspectives in a recovering world

Investing perspectives in a recovering world

Against a backdrop of cyclical recovery and vaccine hope, investors in many equity markets this year would have seen stellar returns. But where to from here?

Market insights and investment perspectives in a year of change

Market insights and investment perspectives in a year of change

2020 has been an extraordinary year. Now is a pertinent time to reflect on the investment landscape and how key market events and dynamics have shifted and continue to shape our investing environment. In this final webinar in our spring/summer series, STANLIB Absolute Returns’ senior portfolio managers, Warren Buhai and David McNay, shared insightful views on markets and investing across the world as we head towards the end of a year marked by unforeseen change.

Growing South Africa

Growing South Africa

South Africa’s economic growth challenges may have been amplified in 2020 with the fiscus under severe strain. The strategic direction from the country’s political leadership remains focused on unlocking much needed growth and prosperity. Among the frequently discussed growth levers for government are improved fiscal discipline, prescribed assets and the presidency’s Infrastructure Fund. Which one of these options is more likely to deliver the growth SA needs?

Asset Allocation views: Dead cat bounce or V for victory?

Asset Allocation views: Dead cat bounce or V for victory?

In this live-recorded webinar, STANLIB’s Head of Absolute Returns, Marius Oberholzer, and Senior Portfolio Manager, Peter van der Ross, give an update on their asset allocation views heading into the third quarter. The team also provide insights into what has driven their asset preferences and explaine the shift in their long-held SA bond view. They also expand on their scenario evaluation, which is key to their tactical process, and evaluate if this bounce is a “dead cat” or if their “V for victory” scenario is in play.

>
Prolonged US/Iran conflict triggers SA interest rate hike and lower growth forecast

Prolonged US/Iran conflict triggers SA interest rate hike and lower growth forecast

STANLIB’s Chief Economist, Kevin Lings, discusses the SARB’s decision to hike interest rates by 25 bps and the risk of more hikes if the US/Iran conflict continues. The SARB indicated it was concerned about second-round effects from the higher oil price and remains determined to achieve its 3% inflation goal. Kevin also analyses latest SA government revenue collection data.

Higher inflation points to 25bps interest rate hike, retail sales dissipate

Higher inflation points to 25bps interest rate hike, retail sales dissipate

Kevin Lings, discusses Moody’s encouraging review of SA from stable to positive, although GDP growth is necessary to get a full upgrade. April inflation, which is up at 4%, reflects a sizeable increase in food prices and an adjustment to medical aid inflation, while retail sales increased modestly as consumer income came under pressure.

Sustained high oil price puts pressure on US and SA monetary authorities

Sustained high oil price puts pressure on US and SA monetary authorities

We discuss the upcoming SA Reserve Bank Monetary Policy Committee meeting, when a 25 bps interest rate hike is expected, as well as latest US inflation data. US CPI in April rose 3.8% y/y – and this does not yet fully reflect the increase in gasoline prices. In the short term, though, US interest rates are expected to be held, with the risk of a hike if the oil price remains above $100/barrel.

US job market stays strong despite Middle East war, AI investment

US job market stays strong despite Middle East war, AI investment

Our Chief Economist, Kevin Lings, focuses on the continuing strength of the US labour market, despite pressure from higher fuel prices and AI investment.

Central banks hold rates as US-Iran conflict drags on

Central banks hold rates as US-Iran conflict drags on

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the below-forecast 2% q/q growth in US GDP in the first quarter, which indicates the economy is being largely sustained by AI investment.

US-Iran war shows little effect on US and Chinese economies

US-Iran war shows little effect on US and Chinese economies

Kevin Lings, discusses the factors that influenced the surprisingly low increase in US PPI data for March, which is showing no second-round effects from tariffs and the higher oil price.

US inflation, consumer confidence data shows US-Iran war pressures

US inflation, consumer confidence data shows US-Iran war pressures

Kevin Lings, discusses longer-term trends in US inflation and South African manufacturing.

Hopes ebb for a near-term resolution to Middle East war

Hopes ebb for a near-term resolution to Middle East war

In this podcast, STANLIB’s chief economist, Kevin Lings, discusses the effect of the oil price on SA fuel prices, currently pointing to petrol increasing by around R6.50 a litre and diesel by R11 a litre in April.

Central banks keep rates on hold pending impact of higher oil price

Central banks keep rates on hold pending impact of higher oil price

Kevin Lings discusses the effect of the oil price on SA fuel prices, currently pointing to petrol increasing by around R6.50 a litre and diesel by R11 a litre in April. He also discusses interest rate developments around the world, where about 15 significant central banks have held meetings, and most have opted to keep rates on hold. However, they have signalled that if oil prices remain elevated and feed into broader inflationary pressures, they may be forced to hike rates.

SA’s GDP increases, but remains way too low

SA’s GDP increases, but remains way too low

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses how the war in the Middle East, now in its 17th day and going on longer than most people anticipated, continues to affect the oil price.

Middle East ripples felt on markets and in the oil price

Middle East ripples felt on markets and in the oil price

Kevin Lings, discusses, the latest developments in the Middle East and their effect on the oil price and disappointing US labour market data. Escalation of the Middle East conflict has resulted in a dramatic increase in the oil price, which could see petrol and diesel prices shoot up in April and cause upward inflation pressure.

Escalating Middle East war raises unknowns for markets

Escalating Middle East war raises unknowns for markets

Latest South African mining and manufacturing output data was disappointing, due to lingering infrastructural and policy constraints.

Disappointing US GDP shows government shutdown effect

Disappointing US GDP shows government shutdown effect

Latest South African mining and manufacturing output data was disappointing, due to lingering infrastructural and policy constraints.

US inflation stays low; SA’s mining, manufacturing output disappoints

US inflation stays low; SA’s mining, manufacturing output disappoints

Latest South African mining and manufacturing output data was disappointing, due to lingering infrastructural and policy constraints.

US manufacturing surges but jobs are not being created

US manufacturing surges but jobs are not being created

In this podcast, STANLIB’s Chief Economist, Kevin Lings, analyses latest US ISM manufacturing and labour data. The manufacturing index increased significantly to above 50, normally indicating expansion in the sector, but Kevin believes this reflects shorter-term factors, including anticipation of greater consumer spending ahead of tax cuts. US labour data continues to soften as businesses maybe holding back on creating new jobs due to policy uncertainty and AI adoption.

SARB focuses on lowering inflation expectations

SARB focuses on lowering inflation expectations

Kevin Lings, Chief Economist, discusses the decisions by the US and SA central banks to hold interest rates unchanged and the likelihood of future rate cuts.

Subdued SA inflation keeps economy on the right track

Subdued SA inflation keeps economy on the right track

In a separate podcast, our Chief Economist, Kevin Lings, discusses SA’s inflation and retail sales data in more detail and its significance for GDP growth and investment.

US inflation at 2.7% likely to persuade Fed to hold rates for now

US inflation at 2.7% likely to persuade Fed to hold rates for now

Kevin Lings, discusses US inflation, which is under control, and the Chinese economy's reliance on growing exports.

US Fed may hold rates as unemployment rate eases to 4.4%

US Fed may hold rates as unemployment rate eases to 4.4%

Kevin Lings discusses both global and domestic US policy trends, and why SA's manufacturing output continues to struggle.

Signs of weakening US small business likely to spur Fed rate cut

Signs of weakening US small business likely to spur Fed rate cut

Kevin Lings discusses SA’s sustainable economic growth rate and the US Federal Reserve’s likely response to signs of tariff pressure on small businesses.

>
STANLIB Asset Management backs Traxtion to boost rail capacity

STANLIB Asset Management backs Traxtion to boost rail capacity

STANLIB Asset Management, through STANLIB Infrastructure Investments, has acquired a significant minority equity interest in Traxtion, a leading private rail operator, as part of a R1.5 billion funding round to expand freight rail capacity across South Africa and the broader region.

Batseta Winter Conference STANLIB competition

Batseta Winter Conference STANLIB competition

STANLIB Asset Management (Pty) Ltd is the promoter of the Competition. Any reference to we/us/our refers to the said promoter and includes the promoter’s directors, members, partners, sponsors, agents or consultants.

How the FSCA Cyber Draft Impacts Third-Party Governance

How the FSCA Cyber Draft Impacts Third-Party Governance

The Financial Sector Conduct Authority (FSCA) and Prudential Authority (PA) draft on material information technology (IT) and cyber event reporting has begun an important conversation. Beyond compliance, it highlights a growing area of risk: third-party providers. Financial institutions increasingly rely on cloud platforms, fintech partners, and outsourced services. A breach or disruption at one of these providers could ripple across the institution and, if the draft is finalised as proposed, may trigger regulatory reporting obligations.

STANLIB Infrastructure Investments signs strategic partnership with Cassava Technologies

STANLIB Infrastructure Investments signs strategic partnership with Cassava Technologies

Cassava Technologies, a pan-African technology group, today announced a strategic investment by STANLIB Infrastructure Investments (on behalf of its managed funds) to accelerate the rapid expansion of Africa Data Centres' footprint in South Africa.

Countdown to ZARONIA | Steps to take now to preserve economic value

Countdown to ZARONIA | Steps to take now to preserve economic value

In the fourth episode of our Corporate Conversations series, Eulali Gouws, Head of Money Market at STANLIB Asset Management, talks briefly about how bond and money market participants should be adjusting benchmark rates from JIBAR to ZARONIA, for both legacy and future contracts.

STANLIB Corporate Enhanced Yield Fund Surpasses R10.5bn AUM

STANLIB Corporate Enhanced Yield Fund Surpasses R10.5bn AUM

STANLIB Infrastructure Fund II, which focuses on a diverse array of infrastructure-related investments: including renewable energy, digital infrastructure, transportation, and logistics—has entered into an agreement with Scatec ASA to acquire additional interests in the Kalkbult, Linde, and Dreunberg solar power plants. These plants collectively have a total capacity of 190 MW, with the acquisition valued at R921 million.

Corporate Conversations: The power of money market instruments

Corporate Conversations: The power of money market instruments

Welcome to the STANLIB Corporate Conversations Podcast Series - our newest resource designed to offer timely, expert insights into the factors shaping financial and fixed income markets.

Why is corporate South Africa sitting on R1.5 trillion in cash?

Why is corporate South Africa sitting on R1.5 trillion in cash?

In this episode, Charlene Klöhn, Head of Corporate Cash Solutions at STANLIB is joined by Kevin Lings, STANLIB Chief Economist, to unpack the shifting dynamics in the money market and enhanced yield space.

System readiness is key to a successful JIBAR to ZARONIA transition

System readiness is key to a successful JIBAR to ZARONIA transition

Welcome to the STANLIB Corporate Conversations Podcast Series - our newest resource designed to offer timely, expert insights into the forces shaping financial and fixed income markets. Our first episode focuses on a significant development in South Africa's financial landscape - the transition from the long-standing Johannesburg Interbank Average Rate (JIBAR) to the South African Rand Overnight Index Average, better known as ZARONIA.

In this short and informative episode, Eulali Gouws, STANLIB Head of Money Market, outlines the key timelines for the transition, which is set to take place in December 2026. She also explores the implications of this shift for money market and fixed income funds.

Navigating the Benchmark Shift: SA's Transition to ZARONIA

Navigating the Benchmark Shift: SA's Transition to ZARONIA

SA’s financial markets are undergoing a foundational transformation as the country transitions from the Johannesburg Interbank Average Rate (JIBAR) to the South African Rand Overnight Index Average (ZARONIA). This shift, part of a global movement toward more transparent and transaction-based reference rates, is reshaping how interest rates are calculated, contracts are structured, and risk is managed across the financial system.

Understanding ZARONIA and Its Implications

Understanding ZARONIA and Its Implications

We recently hosted an informative webinar on the industry’s transition from JIBAR to ZARONIA as the new interest rate benchmark. Eulali Gouws, Head of Money Market at STANLIB, shared valuable insights into this important transition.

More access to offshore investment opportunities

More access to offshore investment opportunities

On Tuesday, 22 February 2022, we hosted a virtual event to introduce two new offshore funds, developed by STANLIB and J.P. Morgan Asset Management, to take your offshore investing to new horizons.

STANLIB partners with J.P. Morgan Asset Management and creates more access to opportunities

STANLIB partners with J.P. Morgan Asset Management and creates more access to opportunities

STANLIB announced today that it has forged a powerful strategic partnership with the highly-recognised global asset management group, J.P. Morgan Asset Management (JPMAM), which will have a number of direct benefits for clients.

Absolute returns becomes Multi-strategy

Absolute returns becomes Multi-strategy

The STANLIB Absolute Returns team will be renamed the Multi-Strategy investment team.

Banking sector investments: idea and process – Full Article

Banking sector investments: idea and process – Full Article

The Absolute Return team holds a positive outlook on South African banks, based on the following factors which we unpack in this article written by Vaughan Henkel.

Diversification and Gold in the Age of Financial Repression – Full Article

Diversification and Gold in the Age of Financial Repression – Full Article

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.

Updating tactical views on SA Government Bonds – full article

Updating tactical views on SA Government Bonds – full article

In February 2020, we assessed nominal South African Government Bonds (SAGBs) through our six-lens Tactical Asset Allocation (TAA) framework.

Q1 2021 – Tactical Asset Allocation

Q1 2021 – Tactical Asset Allocation

In this article, Marius Oberholzer, Head of STANLIB's Absolute Returns team, provides a breakdown of their 2021 tactical asset allocation and thinking.

Diversification’s Failure and the Need for Non-linearity - Full Article

Diversification’s Failure and the Need for Non-linearity - Full Article

Relying solely on “average” correlations between assets can leave the investor served with measly gruel when they most need nourishment.

STANLIB launches its first Impact Investment fund

STANLIB launches its first Impact Investment fund

STANLIB Credit Alternatives virtually launched the new STANLIB Khanyisa Impact Investment Fund today (30 April 2020) that aims to merge financial returns with impactful development for the country. View the live stream event below.

>
Reposition Africa in global financial markets

Reposition Africa in global financial markets

In this episode of TheMore You Know, Jeremy Maggs interviews STANLIB Asset Management CEO, DerrickMsibi, who argues that Africa has the potential to attract capital more broadlythan only to the JSE, which many investors mistakenly treat as a proxy for theentire continent. He proposes three key policy moves that would help to movethe continent onto the investment radar.

How to Use Unit Trusts for Long-Term Goals

How to Use Unit Trusts for Long-Term Goals

Understanding how duration and interest rate risk influence fixed income investments is key to building resilient portfolios that align with your long-term financial goals.‍

Investing in the Future: The Rise of Social Impact Funds in Africa

Investing in the Future: The Rise of Social Impact Funds in Africa

Social impact funds are transforming investing in Africa by combining financial returns with measurable social and environmental benefits. As sectors like renewable energy, fintech, and small business development thrive, these funds offer investors a chance to align profit with purpose while driving lasting change.

Why Infrastructure is a Compelling Asset Class for Long-Term Investors

Why Infrastructure is a Compelling Asset Class for Long-Term Investors

Infrastructure offers investors a rare blend of stability, inflation protection, and long-term growth potential. With consistent cash flows, low market correlation, and diversification benefits, is a strategic asset class for building resilient portfolios.

Legacy Building: Wealth Management Strategies for the Next Generation

Legacy Building: Wealth Management Strategies for the Next Generation

Building a legacy takes more than wealth - it requires strategy, foresight, and the right guidance. STANLIB helps individuals and families preserve, grow, and transfer assets with purpose, ensuring financial security for generations to come.

What Sets a Great Asset Manager Apart?

What Sets a Great Asset Manager Apart?

Great asset managers deliver consistent, client-focused strategies tailored to long-term financial goals.

The Investment Value Chain: How Asset Management Adds Value

The Investment Value Chain: How Asset Management Adds Value

Asset managers play a vital role in every stage of the investment value chain, guiding performance and strategy to help investors achieve long-term goals.

Who Should Consider a Flexible Income Fund?

Who Should Consider a Flexible Income Fund?

Flexible income funds offer a smart balance between steady income and growth, making them ideal for conservative or income-seeking investors.

Infrastructure and Inflation: What Investors Need to Know

Infrastructure and Inflation: What Investors Need to Know

Infrastructure investments can help protect portfolios from inflation by offering stable, inflation-linked income and long-term capital preservation.

Credit Quality vs Yield: Finding the Right Balance

Credit Quality vs Yield: Finding the Right Balance

Striking the right balance between credit quality and yield is key to building a resilient, income-generating fixed income portfolio - especially in today's evolving market.

Understanding Duration and Interest Rate Risk in Fixed Income

Understanding Duration and Interest Rate Risk in Fixed Income

Understanding how duration and interest rate risk influence fixed income investments is key to building resilient portfolios that align with your long-term financial goals.

Infrastructure Investing: Unlocking Value in Public-Private Partnerships

Infrastructure Investing: Unlocking Value in Public-Private Partnerships

Public-private partnerships (PPPs) offer investors a compelling way to access long-term, stable returns through essential infrastructure development. By leveraging private capital and government collaboration, PPPs unlock sustainable economic growth while managing risk effectively.

How to Elevate an Asset Manager's Track Record and Investment Philosophy

How to Elevate an Asset Manager's Track Record and Investment Philosophy

A proven track record and robust investment philosophy are key to achieving sustainable long-term investment success.

The Rise of Local Infrastructure Funds: Investing in South Africa's Future

The Rise of Local Infrastructure Funds: Investing in South Africa's Future

Local infrastructure funds offer investors a unique opportunity to support South Africa's development while achieving long-term, stable returns.

Why an Enhanced Multi-Style Fund is a Smart Choice for Growth-Orientated Investors

Why an Enhanced Multi-Style Fund is a Smart Choice for Growth-Orientated Investors

An enhanced multi-style fund offers growth-focused investors a balanced, adaptable solution that manages risk while maximising long-term returns.

Why Consider a Flexible Income Fund in Today's Market?

Why Consider a Flexible Income Fund in Today's Market?

A flexible income fund provides steady income with the agility to adapt to changing market conditions, helping investors manage risk and diversify returns.

Ways a Flexible Income Fund can Enhance Your Portfolio

Ways a Flexible Income Fund can Enhance Your Portfolio

A flexible income fund enhances portfolio stability and yield by adapting to changing market conditions through diversified asset allocation.

Investing with Impact: ESG Trends Shaping Global and Local Markets

Investing with Impact: ESG Trends Shaping Global and Local Markets

ESG investing is transforming markets by aligning financial goals with sustainability, accountability, and long-term value creation.

>