History proves that an environment of gradually rising prices (inflation), along with measured interest rate increases, supports global property returns.
Continue readingNot your grandfather’s Fed…
The US Fed has made a major change in policy by moving to an average inflation target and reinforcing inclusive employment goals, STANLIB’s Multi-Strategy team explores the impact of this policy change.
Continue readingFundamentals 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.
Continue readingThe 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
Continue readingFrom 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.
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.
Continue readingInvesting for the long term
If you’re investing for the long term, remember to keep your long term in focus.
Continue readingVaccine 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.
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