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ECONOMICS & MARKETS

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

Investing perspectives

Different Lenses: Viewing a Portfolio as a Stock

In this webinar, Rademeyer Vermaak and Vanessa Mathebula, shared insights and provided 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.

Investing perspectives

Why digitalisation matters

Digitalisation has been a key topic for many years, if not decades. Its impact on a company’s prospects is regarded with varying degrees of seriousness

Offshore assets

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).

Offshore Assets

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.

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

Investing perspectives

Different Lenses: Viewing a Portfolio as a Stock

In this webinar, Rademeyer Vermaak and Vanessa Mathebula, shared insights and provided 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.

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.

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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