COVID-19 Archives

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

Make the most of global property in an environment of rising inflation

History proves that an environment of gradually rising prices (inflation), along with measured interest rate increases, supports global property returns.

2021 COVID-19 Nicolas Lyle property STANLIB Thought leadership

Not 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.

2021 COVID-19 Global Trends Michael Streatfield STANLIB Thought leadership US federal reserve

STANLIB Global Balanced Fund: An update from our portfolio managers

In this webinar, STANLIB’s Global Balanced fund managers from Columbia Threadneedle, Alex Lyle, Adrian Hilton and Felicity Long, provide insightful views on the key factors influencing markets.

Adrian Hilton Alex Lyle COVID-19 Felicity Long STANLIB Webinar

STANLIB Namibia: What could fuel further market recovery in 2021?

In this webinar STANLIB’s Head of Multi Strategy, Marius Oberholzer, and Senior Portfolio Manager, Sylvester Kobo, help make sense of current markets.

COVID-19 Marius Oberholzer STANLIB Sylvester Kobo Tjivingurura Mbuende Webinar

Absolute returns becomes Multi-strategy

The STANLIB Absolute Returns team will be renamed the Multi-Strategy investment team.

Absolute Returns COVID-19 Marius Oberholzer Multi-strategy STANLIB Unit Trusts

Index Investments: Can value relive its glory days?

In this live-recorded webinar, STANLIB Index Investment’s Chief Operating Officer, Wehmeyer Ferreira and Portfolio Manager, Ann Sebastian, unpack the short and long term drivers behind this investment style.

Ann Sebastian COVID-19 Index Investing STANLIB Webinar Wehmeyer Ferreira

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.

2021 Ann Sebastian COVID-19 Equity STANLIB Value

Fixed Income: An update from our portfolio managers

Navigating through fundamental shifts in the financial markets during the pandemic

In this webinar, STANLIB’s Head of Fixed Income, Victor Mphaphuli and Senior Portfolio Manager, Sylvester Kobo, share insights on markets and fixed income assets in 2021 and what they expect from the year ahead.

COVID-19 STANLIB Sylvester Kobo Victor Mphaphuli Webinar

Navigating through fundamental shifts in the financial markets during the pandemic

In this webinar, STANLIB’s Senior Portfolio Manager in the Balanced and Equity team, Henk Viljoen, explores how balanced funds can provide both relevance and resilience in this economic climate.

COVID-19 Henk Viljoen Kevin Lings STANLIB Webinar

The relevance of equity in a balanced fund

Consumer spending changes are influencing business models and earnings growth

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

2021 Balanced COVID-19 Equity Standpoint STANLIB