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 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.
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.