Long-term thematic investments are those that benefit from structural changes to the world in which we live. These themes tend to be long-lived and provide significant performance advantages over time, if correctly identified.
Continue readingThe retail sector perspectives on global trends
The pandemic-led global economic slowdown has had a significant and unforeseen impact on the retail sector worldwide.
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.
Continue readingSouth Africans need safety nets
In this article, STANLIB’s CEO Derrick Msibi discusses the opportunities brought about by the COVID-19 crisis for South Africans
Continue readingSouth Africa: Seeking an economic revival
In this article, STANLIB’s Chief Economist, Kevin Ling’s provides a perspective on South Africa’s outlook for 2020 and beyond
Continue readingMining provides a silver lining for SA
As an indistry, Mining in South Africa comprises about 8% of GDP, while contributing approximately 3% to employment.
Continue readingImpact Investing – a catalyst for SA’s growth
In this article, Zeyn Ismail, Head of Investments within STANLIB Credit Alternatives unpacks and highlights why impact investing is relevant in 2020.
Continue readingBusiness update: Experian data breach
STANLIB is aware that the credit bureau, Experian, which provides credit data to many financial services institutions was impacted by a data breach recently.
Continue readingNavigating Investment Cycles
In this live-recorded webinar, STANLIB’s Fixed Income team share their views on the current fixed income environment in South Africa and Namibia and how the Namibia Income Fund is positioned during these extraordinary times.
Continue readingHow will Covid-19 leave a lasting stamp on the investment environment?
In this article, Mark Lovett, STANLIB’s Head of Investments, deep dives into the five areas that may be permanently impacted by COVID-19.
Continue readingPermanent Shifts: How will COVID-19 affect investing in the long-term?
In this live-recorded webinar, STANLIB’s Absolute Return team share an update on their asset allocation views heading into the third quarter.
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