Morning Market Commentary
Read our morning market commentary to stay well informed on local and offshore market moves
Download today's report

Follow us on Twitter

EXPLORE by category

Pursue your interests by exploring our subject categories.

ECONOMICS & MARKETS

US federal reserve
Economics & Markets

Not your grandfather’s Fed…

The US Fed has made a major change in policy by moving to an average inflation target and reinforcing inclusive employment goals, STANLIB’s Multi-Strategy team explores the impact of this policy change.

Investing perspectives

Investing perspectives

Balanced and Equity: An update from our portfolio managers

In this webinar, STANLIB’s Head of Research, Andrew Cuffe, Senior Portfolio Manager, Kobus Nell and Analyst, Fred Teeling-Smith, provide an update on a shifting environment and relevance of investing in SA’s quality businesses

STANLIB Index Investments: Can value relive its glory days?
Investing perspectives

Index Investments: Can value relive its glory days?

In this live-recorded webinar, STANLIB Index Investment’s Chief Operating Officer, Wehmeyer Ferreira and Portfolio Manager, Ann Sebastian, unpack the short and long term drivers behind this investment style.

Consumer spending changes are influencing business models and earnings growth
Investing perspectives

The relevance of equity in a balanced fund

The asset allocation decision within a balanced fund, largely based on the well-known and not always appreciated, concept of understanding the relationship between risk and reward

Offshore assets

Local assets

Fundamentals of value remain elusive
Local assets

Fundamentals of value remain elusive

Value has underperformed growth for many years post the GFC. The recent COVID-19 recovery has fuelled a rotation into value from growth and has sparked investor debate.

Navigating through fundamental shifts in the financial markets during the pandemic
Local assets

Fixed Income: An update from our portfolio managers

In this webinar, STANLIB’s Head of Fixed Income, Victor Mphaphuli and Senior Portfolio Manager, Sylvester Kobo, share insights on markets and fixed income assets in 2021 and what they expect from the year ahead.

Webinars

Investing perspectives

Balanced and Equity: An update from our portfolio managers

In this webinar, STANLIB’s Head of Research, Andrew Cuffe, Senior Portfolio Manager, Kobus Nell and Analyst, Fred Teeling-Smith, provide an update on a shifting environment and relevance of investing in SA’s quality businesses

Learning

Investing in Fixed Income

Considered a less risky alternative to owning shares, investors are attracted by the opportunity to earn relatively stable returns, collect a regular and certain income while aiming to beat inflation.

Our Publications

Download our latest publication or subscribe below to be the first to know.

Our standpoint

We are now firmly into 2021, which started with another series of lockdowns worldwide, again causing a slowdown in economic activity. However, significant events have occurred that are likely to shift global economies and investment markets in a positive direction.

 

In this year’s first edition of STANDPOINT we focus on the changing landscape of the investment environment. With seismic shifts arising from government policies, changes in consumer behaviour, business models and routes to market it’s now even more important to look forward with a fresh lens.

Subscribe to our publications