Morning Market Commentary
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ECONOMICS & MARKETS

Economics & Markets

Taking stock of the SA and global economy

In this webinar, STANLIB’s Chief Economist, Kevin Lings, reflected on local and global economic challenges and shared his views on what the second half of 2022 could hold.

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

Investing perspectives

Investing perspectives

InPerspective podcast series

Listen to our portfolio managers’ insight as to how they are navigating current market themes and positioning the funds they manage within our core local fund range.

Investing perspectives

Growing Wealth in the Age of Data

Over the last century, the rate of technological progress has far outpaced any period prior in human history, and we find ourselves in the midst of incredible change.

Investing perspectives

Meet the Manager – Vanessa Mathebula

In this edition of STANDPOINT, we meet Vanessa Mathebula. Vanessa is a quantitative analyst in the Index Investments team at STANLIB, which she joined four months ago from Prescient Investment Management. Vanessa is not only skilled with numbers and data, she’s also passionate about health and well-being and specifically physical fitness.

Offshore assets

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.

Local assets

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.

Webinars

Economics & Markets

Taking stock of the SA and global economy

In this webinar, STANLIB’s Chief Economist, Kevin Lings, reflected on local and global economic challenges and shared his views on what the second half of 2022 could hold.

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

Time, well invested.

We often say time in the market is more important than timing the market, and in our time we have seen the world transition from brick and mortar concerns to the online juggernauts of the modern era. We’ve guided our investors through economic booms and recessions, and seen currencies shift from gold to crypto.

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