Markets and economies have proved resilient so far this year in the face of rising interest rates, and investors are hopeful Goldilocks is on her way back. This seems too good to be true…
Continue readingFood price inflation is easing in the rest of the world – but not in SA
South African mobsters seem to want to get their hands on a new category of valuables: cooking oil. Willowton Group, the maker of Sunfoil cooking oil, suffered several robberies in October 2022. Gunmen stormed a facility in Durban and three loaded trucks were stolen from a warehouse in Kempton Park.
Continue readingSTANLIB Income Fund: Investing through the cycles, and staying nimble
Income funds offer good risk-adjusted returns with lower volatility than other asset classes, especially in times of macroeconomic uncertainty. In a world of sticky inflation, rising interest rates and slowing growth, the STANLIB Fixed Income team has the experience and the tactical agility to protect and grow investors’ capital.
Continue readingUS Sanctions & South Africa: Kevin Lings explores the risks and possibilities
Could the United States decide to impose sanctions on South Africa based on our ties with Russia?’
Continue readingBudget 2023 – Minister of Finance strikes a balance between generosity and prudence
SA’s National Budget recognises the need to help households and Eskom while maintaining fiscal discipline.
Continue reading2023 InPerspective | Webinar
In this webinar, Kevin Lings and Warren Buhai, share their views on what investors can expect in 2023 and beyond. They provide fresh ideas and unpack key macro themes and what these mean for markets and investors.
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 readingA long term outlook with JPMAM
As we prepare to leave the market upheavals of 2022 behind, it is time to consider what lies beyond.
In this webinar, John Bilton, Head of Global Multi-Asset Strategy, and Thushka Maharaj, Multi-Asset Strategist, from J.P. Morgan Asset Management.
Global and local economies under pressure
In this webinar STANLIB’s Chief Economist, Kevin Lings discusses the local and global economic environment and shares his views on what may lie ahead.
Continue readingTaking 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 readingUnlocking South Africa’s tourism potential requires a more responsive government
SA’s tourism industry represents a major growth opportunity, and the sector has the ability to add significant employment, given its high level of labour intensity.
Continue readingDifferent Lenses: Viewing a Portfolio as a Stock
In this webinar, Rademeyer Vermaak and Vanessa Mathebula, share insights and provide a guide on how you can view any portfolio as if it were a stock, and from that infer an expected performance profile.
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