Morning Market Commentary
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ECONOMICS & MARKETS

Economics & Markets

Market behaviours and recessions

2022 has seen significant index declines from a January peak. The market is potentially pricing in a recession given an increasingly hawkish Fed

Economics & Markets

Russia’s invasion of Ukraine – An Economic Update

In this webinar, chief economist, Kevin Lings, and J.P. Morgan Asset Management economist, Mike Bell, provided an update on recent developments and the implications for local and global financial markets.

Investing perspectives

The Rising Importance of Capital Appreciation
Investing perspectives

The Rising Importance of Capital Appreciation

The buying power of your money is a very important aspect, especially when it comes to investments. It is, therefore, important to use an investment vehicle that will not only grow by the inflation rate through time.

Investing perspectives

Different Lenses: Viewing a Portfolio as a Stock

In this webinar, Rademeyer Vermaak and Vanessa Mathebula, share insights and provide a guide on how you can view any portfolio as if it were a stock, and from that infer an expected performance profile.

Investing perspectives

The resilience of balanced funds

In this webinar, STANLIB’s Balanced Cautious Fund portfolio manager, Henk Viljoen and Balanced Fund portfolio manager, Kobus Nell, discuss their outlook for 2022.

Top of mind for investors - global portfolio construction
Offshore Assets

Top of mind for investors: global portfolio construction

In this webinar, Columbia Threadneedle’s Neil Robson and Alex Lyle, who manage the STANLIB Global Equity and Global Balanced funds respectively, discuss how they are navigating markets and the implications for portfolio construction.

Offshore Assets

Asset Allocation 2021/22: review and outlook

Earnings soared past forecasts in 2021 as economic growth bounced back, and the prospect of monetary tightening emerged with inflation proving less transitory than hoped.

STANLIB Outlook 2022
Offshore Assets

A bumpy ride higher for equities

The coronavirus continues to introduce uncertainty, but investors should expect cyclicals to outperform
in the first half of the year. Here we identify key catalysts for equity markets.

Looking to the horizon
Offshore Assets

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).

Local assets

Is there value in the domestic bond market?

Financial markets will have to contend with more uncertainty and volatility this year, as major central banks take the lead in tightening global financial conditions to avoid falling behind the curve in their responses.

Local assets

Fixed income funds: Looking ahead into 2022

Asset managers navigated a tough environment over the last two years as the pandemic led to worldwide economic shutdowns and the market grappled with inflationary pressure which prompted interest rate hikes in a few regions, including SA.

Listed property
Local assets

Investing for income in 2022

In this webinar, STANLIB’s Head of Fixed Income, Victor Mphaphuli, explores the benefits of investing in SA’s listed property market with Nesi Chetty, Head of STANLIB Listed Property.

Top of mind for investors - global portfolio construction
Offshore Assets

Top of mind for investors: global portfolio construction

In this webinar, Columbia Threadneedle’s Neil Robson and Alex Lyle, who manage the STANLIB Global Equity and Global Balanced funds respectively, discuss how they are navigating markets and the implications for portfolio construction.

The Rising Importance of Capital Appreciation
Investing perspectives

The Rising Importance of Capital Appreciation

The buying power of your money is a very important aspect, especially when it comes to investments. It is, therefore, important to use an investment vehicle that will not only grow by the inflation rate through time.

Investing perspectives

Different Lenses: Viewing a Portfolio as a Stock

In this webinar, Rademeyer Vermaak and Vanessa Mathebula, share insights and provide a guide on how you can view any portfolio as if it were a stock, and from that infer an expected performance profile.

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.

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Our standpoint

Keep your eggs in a world of baskets

Why stay only local when you can have the world? When you’re only investing in our emerging markets, you could be missing opportunities to take advantage of the rapid recovery and growth of foreign markets. The key is embracing diversification on a world scale.

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