2022 was the worst year in memory for bond markets. In 2023, despite short-term macro headwinds at both a global and local level, the recent large local cash bonds sell-off is making valuations attractive over
the tactical horizon.
Bonds are Back
Following a global wave of inflation and the steepest rate hiking cycle in memory, global bond yields are at levels not seen since before the Global Financial Crisis of 2007.
Continue readingSTANLIB Balanced Fund update: finding opportunity in our SA exposure
In this article, Herman van Velze, STANLIB head of equities and balanced portfolios, provides insight into where investors can find opportunities in their SA portfolio.
Continue readingThe SA bond story – Finding angels where angels fear to tread
In this article, Sylvester Kobo, STANLIB Fixed Income portfolio manager provides an investment case for South African bonds, despite a challenging fiscal backdrop.
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