In this article STANLIB Listed Property Senior Portfolio Manager, Nesi Chetty discusses the impact COVID-19 has had on retail property fundamentals as well as opportunities to those companies that can adapt to changed operating conditions.Continue reading
‘Staying home’ in 2020 has seen online shopping increase further, entrenching behaviours that may not have shifted before the pandemic.Continue reading
2020 has been a year of extreme volatility, both emotionally and for financial markets.Continue reading
Growth or value? The debate over which of these investment styles is superior has regained energy over the last year, especially in equity markets.Continue reading
Apart from the human tragedy
associated with the spread of COVID-19, these measures forced the world economy into an unprecedented economic recession.
Long-term thematic investments are those that benefit from structural changes to the world in which we live. These themes tend to be long-lived and provide significant performance advantages over time, if correctly identified.Continue reading
The pandemic-led global economic slowdown has had a significant and unforeseen impact on the retail sector worldwide.Continue reading