In this webinar, Michael Bell, Global Market Strategist at J.P. Morgan Asset Management and Caroline Keen, Portfolio Manager within the J.P. Morgan Asset Management International Equity Group, discussed their views on the market environment and how they are navigating uncertainty while finding investment opportunities.
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Asset managers navigated a tough environment over the last two years as the pandemic led to worldwide economic shutdowns and the market grappled with inflationary pressure which prompted interest rate hikes in a few regions, including SA.
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Looking forward, the flexibility of a balanced fund means managers can take advantage of the opportunities presented by the constantly changing macro-economic environment.
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Quantamental investing, is being employed by an increasing number of investment managers to enhance the quality of their decision-making and deliver more consistent returns.
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In this webinar, STANLIB’s Head of Equity and Balanced, Herman van Velze and Senior Portfolio Manager, Henk Viljoen, share insightful views on investing in SA.
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In this webinar STANLIB’s Head of Absolute Returns, Marius Oberholzer, and Senior Portfolio Manager, Warren Buhai, shared their SA equity thesis, while considering the market shifts in 2020.
Continue readingConcerns around coronavirus have been felt in global equity markets for more than a month now. However, things escalated last week, with the steep sell-off in oil further compounding fear around the recessionary impact of the virus.
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