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 readingFundamentals of value remain elusive
The 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 readingInvesting for the long term
If you’re investing for the long term, remember to keep your long term in focus.
Continue readingThe resilience of balanced funds in volatile times [PODCAST]
In this podcast, Herman van Velze, Head of STANLIB Equity and Balanced, expands on the outlook for various asset classes, with focus on the resilience of balanced funds.
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 readingBalanced and equity update: Navigating extraordinary times
In this live-recorded webinar, Herman van Velze, STANLIB’s Head of Equity and Balanced funds and Henk Viljoen, senior portfolio manager share their views on the impact of coronavirus.
Continue readingInvestment views in the midst of market turmoil
To help navigate these volatile and uncertain times, we have prepared insights from our economics team and perspectives of our various teams entrusted with managing your investments.
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