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 readingNot your grandfather’s Fed…
From 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 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 readingViewing asset management through a new lens
2020 has been a year of extreme volatility, both emotionally and for financial markets.
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.
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