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ECONOMICS & MARKETS

Economics & Markets

Global trade’s remarkable recovery

Global trade represents approximately 30% of global GDP. The world’s economic performance, especially global industrial production, is closely linked to the performance of global trade.

2021 Investment Forum

Optimism, growth and good policy

This year, “inflation” is one of the words most bandied about in markets. For some investors it is a concern, and for others it represents an opportunity.

Investing perspectives

Investing perspectives

Are we creatures of habit? [Charticle]

Consumer behaviour has changed. It would appear as though the sudden outbreak of a pandemic provided a catalyst for consumers to try something new.

2021 Investment Forum

Optimism, growth and good policy

This year, “inflation” is one of the words most bandied about in markets. For some investors it is a concern, and for others it represents an opportunity.

Offshore assets

Local assets

Local assets

STANLIB Perspectives on South African Listed Property

In this webinar, STANLIB’s Head of Listed Property, Keillen Ndlovu and Senior Portfolio Manager, Nesi Chetty, provide insightful views and answer some hard questions covering dynamics across the retail property sector.

Fundamentals of value remain elusive
Local assets

Fundamentals of value remain elusive

Value has underperformed growth for many years post the GFC. The recent COVID-19 recovery has fuelled a rotation into value from growth and has sparked investor debate.

Webinars

Local assets

STANLIB Perspectives on South African Listed Property

In this webinar, STANLIB’s Head of Listed Property, Keillen Ndlovu and Senior Portfolio Manager, Nesi Chetty, provide insightful views and answer some hard questions covering dynamics across the retail property sector.

Investing perspectives

Balanced and Equity: An update from our portfolio managers

In this webinar, STANLIB’s Head of Research, Andrew Cuffe, Senior Portfolio Manager, Kobus Nell and Analyst, Fred Teeling-Smith, provide an update on a shifting environment and relevance of investing in SA’s quality businesses

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.

Our Publications

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Our standpoint

The turmoil of the past year has subsided and the slow journey through recovery begun. In this issue of STANDPOINT, we share perspectives on some changing dynamics as the world grapples with a return to health. From commodity super cycles to buoyant world trade and eerily quiet office spaces. What can these changes mean for investors? 

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