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.
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.
Continue readingOpportunities in South Africa’s retail property
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 readingGoing digital…faster
‘Staying home’ in 2020 has seen online shopping increase further, entrenching behaviours that may not have shifted before the pandemic.
Continue readingViewing asset management through a new lens
2020 has been a year of extreme volatility, both emotionally and for financial markets.
Continue readingA systematic approach to active management
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 readingLow interest rates and high government debt have become the norm
Apart from the human tragedy
associated with the spread of COVID-19, these measures forced the world economy into an unprecedented economic recession.