The energy transition has potential for far greater impact than switching from fossil fuels to renewable energy to cut down on carbon dioxide emissions. It presents a compelling opportunity for investors to achieve investment returns and show sustainable impact.
Continue readingSA Real Estate Investment Trusts can unlock further upside by emulating their global peers
South African REITs have performed poorly for investors over the last five years. Even after its recent rally, the SA REIT price index remains over 30% below its 2019 high. Including dividends, the sector’s total return over the five years ending March 2024 was essentially zero.
Continue readingNew year, new interest rate cycle: can the rally in global property persist?
Listed property has weathered a perfect storm over the last four years.
Continue readingTownship Retail – the New Growth Engine for South African Property
South African townships buzz with an informal economy, unseen in official data but booming, nonetheless. “Spaza shops,” street vendors, barbers, and more cater to residents’ daily needs. Despite Covid-19, retail tenants in townships even outperformed those in wealthier areas, showcasing the informal “kasi” economy’s strength and potential.
Continue readingNavigating real estate investments – stay put or go abroad?
Property is often viewed as a homogenous asset class, but every asset presents a unique balance of risk and reward; the decision to allocate between domestic and offshore markets is complex and demands thorough deliberation.
Continue readingSTANLIB Flexible Income Fund: Agility and skill to deliver your income needs
The outlook for fixed income remains volatile but we are at the turn in the rate cycle. The party will be in bonds for the rest of this year.
Continue readingMulti-asset investing through a different lens
South African investors have experienced a reduction in returns from traditional balanced funds over the last few years, with the 5-year rolling return declining over time.
Continue readingDevelopments shaping the South African economy going forward
The South African economy is facing a range of cyclical as well as structural impediments to growth, and they are being amplified by a weakening global economic environment.
Continue readingAchieving net zero: The path to a carbon-neutral world
To help ensure investors are well prepared, we look at the scale of the challenge, the best strategies to achieve net zero, the options for
policymakers and the key investment considerations for the transition ahead.
Equities have sold off while companies are making record margins. Should we buy?
Excessive pandemic-related monetary and fiscal stimulus boosted the profit margins of developed market equities to record levels.
Continue readingTaking stock of the SA and global economy
In this webinar, STANLIB’s Chief Economist, Kevin Lings, reflected on local and global economic challenges and shared his views on what the second half of 2022 could hold.
Continue readingVolatility Matters: More an investor’s friend than foe
Investors looking for smoother yet optimal return outcomes, even during times of market stress, could benefit from tactical volatility targeting strategies.
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