Economics & Markets
Post-election | Economic outlook: What lies ahead for South Africa?
What are the implications for South Africa’s reform agenda, and government’s appetite to partner with the private sector in the
27th June 2024
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Economics & Markets
SA’s economic resurgence: Short-term trend or lasting recovery?
South Africa appears to be moving into a better space, with our currency and equity markets strengthening in recent days.
24th May 2024
Offshore Assets
STANLIB Multi-asset investing in focus
South African investors have experienced a reduction in returns from traditional balanced funds over the last few years, with the
23rd May 2024
Offshore Assets
Expand your investment horizons with STANLIB and J.P. Morgan Asset Management
A fundamental research-driven approach to active global equities management.
22nd April 2024
Economics & Markets
Global financial markets remain focused on US inflation and the outlook for interest rates
Despite sustained high interest rates, the US economy continues to outperform. The GDP growth estimate for 2024 was revised higher
17th April 2024
Investing perspectives
Investment in the energy transformation represents a multifaceted opportunity
The energy transition has potential for far greater impact than switching from fossil fuels to renewable energy to cut down
16th April 2024
Investing Locally
SA Real Estate Investment Trusts can unlock further upside by emulating their global peers
South African REITs have performed poorly for investors over the last five years. Even after its recent rally, the SA
11th April 2024
Investing Locally
2024: more to come from bonds
Despite a surge in bond prices towards the end of 2023, we retain a positive outlook on US government bonds
11th March 2024
Our STANDPOINT
The skies are darkening over the global economy as we approach the halfway point of the year. Although there are signs that inflation is cooling, the stress in the banking sector has increased the risk of a US recession, the war in Ukraine still threatens broader geopolitical tensions and China’s post-reopening economic surge in Q1 is already losing momentum.
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