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 reading
Achieving 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 reading
Taking 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 reading
Volatility 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.Continue reading
ESG investing in China: Considerations for sustainable portfolios
With the Chinese economy maturing and personal incomes rising rapidly, China is fast becoming the world’s biggest consumer market.Continue reading
Taking stock of the South African economy mid-way through 2022
South Africa finds itself in a precarious position. Over the past two years a wide range of global developments have had a largely adverse impact on South Africa’s macroeconomic environment.Continue reading
Knowns and unknowns after a tumultuous year
In this article, William Davies, CIO at Columbia Threadneedle outlines key learnings and opportunities as a result of the COVID Pandemic and how that will shape thinking into 2021.Continue reading
‘Staying home’ in 2020 has seen online shopping increase further, entrenching behaviours that may not have shifted before the pandemic.Continue reading
Viewing asset management through a new lens
2020 has been a year of extreme volatility, both emotionally and for financial markets.Continue reading
A systematic approach to active management
Growth or value? The debate over which of these investment styles is superior has regained energy over the last year, especially in equity markets.Continue reading
Low interest rates and high government debt have become the norm
Apart from the human tragedy
associated with the spread of COVID-19, these measures forced the world economy into an unprecedented economic recession.