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Our Multi-Asset Portfolio Manager, Kobus Nell, shares his insights into how the South African mining industry as it holds firm against a new challenge... - the COVID-19-driven economic recession. What does the future hold for the sector? Read more, here: https://bit.ly/35EiEHp
Our Fixed Income Portfolio Manager, Sylvester Kobo, outlines an investment case for SA bonds, premised on global liquidity and accommodative monetary ... policy, fiscal consolidation, and positioning and valuations. Read more, here: https://bit.ly/35EiEHp
You know that guy who’s known by a guy your business partner knows? To us, this is Stan. The smart, virtual assistant that answers all your unit ... trust queries, whenever you need them. #StanCan. Look out for him on our site. T&C apply.
During lockdown, it has become clear that SA lacks financial ‘safety nets’ on a national & individual level. It is both a prediction and ... warning that the next financial crisis will be even bigger, & as such, we need to empower all citizens to be prepared - https://lnkd.in/gY86Usv
All countries have been affected by the social, political and economic challenges created by COVID-19. The IMF’s updated forecast states that global... GDP will decline by a significant -4.9% in 2020. What does that mean for global and local economies? More: https://bit.ly/35EiEHp
South Africa’s Supplementary Budget Review – sobering insights
Chief Economist, Kevin Lings shares his views on the potential impact of this sobering Supplementary Budget on individuals, markets, and the greater economy.
Exploring South Africa’s Political and Economic Landscape
In this live-recorded webinar political analyst, Melanie Verwoerd, and STANLIB’s Chief Economist Kevin Lings provide an insightful update on the South African political and economic landscape in 2020.
What might the world look like after COVID-19
COVID-19 has wreaked havoc on global health systems, with the subsequent lockdown measures completely disrupting people’s lives. Will these changes represent a turning point in the way society functions?
10 Factors that could change economies and markets forever [INFOGRAPHIC]
COVID-19 could fundamentally reshape consumer and corporate behaviour as well as financial markets as we know it. Pauline Grange from Columbia Threadneedle highlights the 10 factors that can contribute to this change in this infographic.
Investment style rotations: growth versus value
William Davies, CIO, EMEA & Global Head of Equities at Columbia Threadneedle discusses the advantages and disadvantages of style rotations
Navigating Investment Cycles
In this live-recorded webinar, STANLIB’s Fixed Income team share their views on the current fixed income environment in South Africa and Namibia and how the Namibia Income Fund is positioned during these extraordinary times.
STANLIB Namibia Income Fund: Where to from here?
In this live-recorded webinar, STANLIB’s Fixed Income team share their views on the current fixed income environment in South Africa and Namibia and how the Namibia Income Fund is positioned during these extraordinary times.
How will Covid-19 leave a lasting stamp on the investment environment?
In this article, Mark Lovett, STANLIB’s Head of Investments, deep dives into the five areas that may be permanently impacted by COVID-19.
Has COVID-19 amplified offshore property growth trends? [Webinar]
In this live-recorded webinar, Our Listed Property team provide insightful views on the impact of the COVID-19 pandemic on worldwide property sub-sectors already set for growth.
Investing in offshore equity through the lens of a multi-manager
In this webinar, Kent Grobbelaar and Renate Potgieter from STANLIB Multi-Manager explore the offshore equities investment choice through the lens of a multi-manager.
Has COVID-19 amplified offshore property growth trends
Global property is the largest asset class in the world. Savill s agency estimates that investable residential and commercial property assets had a combined value of approximately US$200 trillion by the end of 2019.
Asset allocation update: Our thoughts on the world today
Columbia Threadneedle’s Maya Bhandari and Felicity Long provide an insightful update on their asset allocation views amidst a global economic “sudden stop”.
Investing in South Africa
In this webinar, STANLIB’s Head of Equity and Balanced, Herman van Velze and Senior Portfolio Manager, Henk Viljoen, share insightful views on investing in SA.
Investing in fixed income during uncertain times
In this live-recorded webinar, our Fixed Income team share their views and insights into managing the risks and finding the opportunities that lie ahead.
South African Equities – What lies beneath
In this webinar STANLIB’s Head of Absolute Returns, Marius Oberholzer, and Senior Portfolio Manager, Warren Buhai, shared their SA equity thesis, while considering the market shifts in 2020.
Fixed Income: Moody’s downgrade amidst an uncertain global backdrop
The market environment remains uncertain. Liquidity and solvency risks are investors’ main concerns, as money is withdrawn from riskier assets and geographies.
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