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Despite a tumultuous 2020, the future offers opportunities for investors who remember to keep the long term in mind. Read more in STANDPOINT Q1: ... https://bit.ly/3qYaNfv
STANLIB’s Economists @lingskevin and Ndivhuho Netshitenzhe and Head of Fixed Income, Victor Mphaphuli, discuss highlights from #Budget2021 and give ... their views on how it will affect SA’s fiscal health.
Click the link for more:
https://bit.ly/3bFjAwg
Finance Minister @tito_mboweni is expected to deliver the #Budget2021 on Wednesday.
.@STANLIB chief economist Kevin Lings reflects on today's ... #Budget2021 #TheBigInterview #702Breakfast #LetsWalkTheTalk
At the time of last year's National Budget Speech, South Africa had no reported Covid-19 cases. A year later the world has changed and #Budget2021 may... be the most challenging in years. Check-in tomorrow for our experts’ views on the prognosis for SA
Balanced fund investing: Finding return opportunities in a new normal world @STANLIB https://bit.ly/3urg7Ke
Budget 2021: Setting the economy on the road to recovery
In this article, STANLIB’s Chief Economist Kevin Lings and Head of Fixed Income Victor Mphaphuli discuss the positives, negatives and outcomes in SA’s Budget for the year ahead.
The Structure of Market Drawdowns: Part II
The structure of market drawdowns is an interesting concept to inform
investment decisions. This is particularly relevant as we continue to grapple with the ongoing temporary slowdowns in economic activity worldwide and protracted market uncertainty.
Green shoots for South Africa’s growth
The South African economy has gone through a difficult time in the last couple of years. It has experienced rising unemployment, persistently low economic growth, rampant corruption, a systematically weakening fiscal position, and a clear lack of policy direction.
Economies around the world: how will they fare in 2021?
In 2021, the global economy is expected to expand by around 4%, assuming that the current vaccine rollout becomes much more widespread throughout the year.
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
Investing for the long term
If you’re investing for the long term, remember to keep your long term in focus.
Vaccine Modelling Thought Leadership
The logistics, the costs and the availability of the Covid-19 vaccine bring significant challenges and complexity to a simple solution aimed at leading societies and economies back to health.
Absolute Returns – Q1 2021 – Tactical Asset Allocation
In this article, Marius Oberholzer, Head of STANLIB’s Absolute Returns team, provides a breakdown of their 2021 tactical asset allocation and thinking.
From the Dark Days of Spring… to the Brighter Days of Winter
When we look back on 2020’s headline market return in years
to come, it will tell us very little about this extraordinary year.
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.
Balanced fund investing: Finding return opportunities in a new normal world
Looking forward, the flexibility of a balanced fund means managers can take advantage of the opportunities presented by the constantly changing macro-economic environment.
The resilience of balanced funds in volatile times [PODCAST]
In this podcast, Herman van Velze, Head of STANLIB Equity and Balanced, expands on the outlook for various asset classes, with focus on the resilience of balanced funds.
Quantamental investing enhances investment outcomes
Quantamental investing, is being employed by an increasing number of investment managers to enhance the quality of their decision-making and deliver more consistent returns.
Kouga Wind Farm generates multiple benefits for investors, community
An investment by STANLIB in a renewable energy developer in 2010, even before SA’s renewable energy independent power procurement programme (REIPPP) was launched, has delivered benefits to the country, the local community and investors.
Market insights and investment perspectives in a year of change
In this webinar STANLIB Absolute Returns’ senior portfolio managers, Warren Buhai and David McNay, share insightful views on markets and investing as we head towards the end of a year marked by unforeseen change.
Finding alpha: Exploring equity investment styles and systematic investing
In this webinar, STANLIB Index Investments’ Chief Operating Officer, Wehmeyer Ferreira and Head of Portfolio Management, Rademeyer Vermaak, share their views on equity sector behaviours through changing markets
STANLIB Income Fund: An update from our portfolio managers
In this webinar, STANLIB’s Head of Fixed Income, Victor Mphaphuli and Credit Analyst, Stephan Pienaar, provide an update on the STANLIB Income Fund.
SA Listed Property – Apocalypse or Opportunity?
In this webinar, STANLIB’s Head of Listed Property, Keillen Ndlovu & Senior Portfolio Manager, Nesi Chetty, discuss the shifting sector dynamics and how property companies could be reshaping to grow.
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
As we head towards the end of 2020, a uniquely challenging year in all respects, it’s difficult to pen an introduction to this edition of STANDPOINT without mentioning the pandemic.
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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.