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Is cryptocurrency a viable asset class? Our Head of Portfolio Management answers the burning crypto questions in the latest issue of STANDPOINT. ... https://stanlib.com/wp-content/uploads/2021/12/STANLIB-Standpoint-Retail-Q4-2021.pdf
Globalisation, among other factors, has conjoined the profitability of Emerging and Developed Markets, what does this mean for the future of EM ... investments? Find out in the latest issue of STANDPOINT. https://stanlib.com/wp-content/uploads/2021/12/STANLIB-Standpoint-Retail-Q4-2021.pdf
Despite a quick recovery from the COVID-19 outbreak, a number of factors are slowing down Chinese growth. We unpack what needs to be done to escape ... the middle-income trap in this month’s STANDPOINT. https://stanlib.com/wp-content/uploads/2021/12/STANLIB-Standpoint-Retail-Q4-2021.pdf
Navigate your financial journey with our forward-thinking experts in the latest issue of STANDPOINT.
Decrypt cryptocurrency, shed light on SA’s ... energy market and break the surface of Emerging Market equity outperformance.
https://stanlib.com/wp-content/uploads/2021/12/STANLIB-Standpoint-Retail-Q4-2021.pdf
Get the post-pandemic investment insights, shared by John Bilton - Head of Global Multi-Asset Strategy at J.P. Morgan Asset Management - at the ... STANLIB & J.P. Morgan Asset Management’s webinar on post-pandemic investment. https://stanlib.com/2021/12/06/finding-return-opportunities-beyond-the-pandemic/
Q&A: Where to from here with Cryptoassets?
As the crypto industry reaches almost US$3 trillion (at 31 October 2021) and there are more than 6 000 different cryptocurrencies available, should these assets form part of a long-term diversified portfolio?
Can fast-growing markets deliver investors more?
Fast-growing regions should in theory offer investors superior growth opportunities compared to developed markets.
China’s poised for slower economic growth, but it’s not all bad news
Strong economic growth momentum in China during the first half of 2021 has dissipated due to a number of short term headwinds.
Energy reform brings winds of change and some sunshine to SA’s energy market
SA is blessed with an abundance of sunshine and wind. But does this mean that renewable energy is the most efficient solution to load-shedding?
Clouds loom over Emerging Markets in 2022 [PODCAST]
In this podcast, Peter van der Ross, portfolio manager in the STANLIB Multi-Strategy team, argues that Emerging Markets (EMs) may struggle to outperform Developed Markets in 2022
Q&A: Where to from here with Cryptoassets?
As the crypto industry reaches almost US$3 trillion (at 31 October 2021) and there are more than 6 000 different cryptocurrencies available, should these assets form part of a long-term diversified portfolio?
Perspectives on the future of asset management
In this webinar, our head Investments, Mark Lovett and deputy head of investments, Henry Munzara, provide insights on key global trends and the future of asset management.
Policy GIGO – Living in a time of Noisy Data
The pandemic and its aftermath have thrust policymakers into dangerous waters. Policymakers are currently sailing through a data fog, in which extremes in data points continue to plague traditional mathematical models.
Finding return opportunities beyond the pandemic
In this webinar, John Bilton, Head of Global Multi-Asset Strategy at J.P. Morgan, discusses the macro drivers and investment themes which underpin their Long-term Capital Market Assumptions (LTCMAs).
Fashion sashays into the circular economy
The textile industry is one of the most polluting in the world, emitting more CO₂ than aviation and shipping combined. But a leading sports firm is showing a way the sector can embrace radical change.
Portfolio update: STANLIB Global Equity and Global Balanced Funds
As the world sees more signs of recovery along with some new emerging challenges, what’s next for global financial markets and portfolio returns?
STANLIB Global Balanced Fund: An update from our portfolio managers
In this webinar, STANLIB’s Global Balanced fund managers from Columbia Threadneedle, Alex Lyle, Adrian Hilton and Felicity Long, provide insightful views on the key factors influencing markets.
Investing with more certainty: An update on STANLIB’s Fixed Income Funds
In this webinar, STANLIB’s Head of Fixed Income, Victor Mphaphuli, and Head of Credit, Tarryn Sankar, shared insights on the environment, fund positioning and the value of carefully selected credit in fixed income portfolios.
Taking the lead on credit
Tarryn Sankar plays a pivotal role in managing credit in Fixed Income investment team at STANLIB, which is responsible for ensuring that any credit risk clients are exposed to achieves a balance between appropriate risk and reward.
Why are local equities surging when the economy is spluttering?
South African equity market composition has shifted over time, becoming dominated by Multi-National and Resources company shares and therefore driven by global business cycles
Has the pandemic induced a new commodity super cycle?
Since COVID-19-related lockdowns became widespread globally in Q1 2020, bottlenecks have developed in various supply chains, including most commodity markets, to varying degrees.
Finding return opportunities beyond the pandemic
In this webinar, John Bilton, Head of Global Multi-Asset Strategy at J.P. Morgan, discusses the macro drivers and investment themes which underpin their Long-term Capital Market Assumptions (LTCMAs).
Investing with more certainty: An update on STANLIB’s Fixed Income Funds
In this webinar, STANLIB’s Head of Fixed Income, Victor Mphaphuli, and Head of Credit, Tarryn Sankar, shared insights on the environment, fund positioning and the value of carefully selected credit in fixed income portfolios.
An economic perspective
In this webinar, our chief economist, Kevin Lings, shared insightful views on these and other topical matters. Kevin made sense of current economic data and unpacked what this means as we head into the last quarter of 2021.
Perspectives on the future of asset management
In this webinar, our head Investments, Mark Lovett and deputy head of investments, Henry Munzara, provide insights on key global trends and the future of asset management.
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 standpoint
The past year has seen the world move from ‘unprecedented times’ to ‘uncertain times’, which means we’re closing the year with new questions. Traditionally stable asset classes and investments are challenged by alternative options, geographies and thinking, leaving investors to ask: “Where to from here?”.
In this edition, we provide a deeper perspective on the potential in SA’s renewable energy, China’s growth potential, and the opportunities of emerging vs developed markets. We also answer some questions on cryptocurrency investments.
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