For the STANLIB Global Select Fund, sub-managed by J.P. Morgan Asset Management , the highly volatile global equity environment brought both opportunities and challenges.
In a webinar on 27 May 2026, our Head of Investments, Mark Lovett, spoke to Helge Skibeli, Portfolio Manager at J.P. Morgan Asset Management International Equity Group and one of the managers of the STANLIB Global Select Fund, about the key drivers behind the fund's performance and drawdowns in 2025, the lessons learned, and what was implemented in the portfolio . They also explored the reasons the team is excited about the outlook and opportunity in 2026 and beyond.
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.
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.
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.
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.
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.
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.
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 fundamental research-driven approach to active global equities management.
A fundamental research-driven approach to active global equities management.
Following several years of volatility and uncertainty, 2023 promises to bring more challenges and opportunities.
As we prepare to leave the market upheavals of 2022 behind, it is time to consider what lies beyond.
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?
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 has resulted in tragedy and a significant human toll. Global commodity prices have soared posing risks to the global economic recovery.
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.
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?
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.
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?
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.
