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.
Continue readingSTANLIB 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.
Continue readingThe rise of the virtual office: what does this mean for SA property?
Demand for office space has fallen as people embrace the cost-efficient and time-saving benefits of a flexible work model.
Continue readingBalanced 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
Continue readingMake 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.
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 readingSTANLIB 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.
Continue readingSTANLIB 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.
Continue readingAbsolute returns becomes Multi-strategy
The STANLIB Absolute Returns team will be renamed the Multi-Strategy investment team.
Continue readingIndex 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.
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 readingFixed Income: An update from our portfolio managers
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.
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