2023: A rollercoaster for investors. From Fed rate hikes to real estate woes, the year unfolded unpredictably. A shift in the Fed’s stance brought relief, sparking market rallies. Enter 2024 with optimism and a dovish turn in global policy rates.
Continue readingThe trees are thinning, but we’re not out of the woods yet
STANLIB Multi-Strategy is moving away from the defensive position it adopted in 2022. Our focus is on building portfolios that are able to deliver risk-adjusted returns, but with appropriate downside protection.
Continue readingAbsolute Return Funds: A rare balance of growth and risk
An article published on Citywire noted that in recent times the ‘Absolute Return’ funds available to South African institutional investors have largely failed to achieve their CPI-related performance targets.
Continue readingSTANLIB Namibia: What could fuel further market recovery in 2021?
In this webinar STANLIB’s Head of Multi Strategy, Marius Oberholzer, and Senior Portfolio Manager, Sylvester Kobo, help make sense of current markets.
Continue readingAbsolute returns becomes Multi-strategy
The STANLIB Absolute Returns team will be renamed the Multi-Strategy investment team.
Continue readingAbsolute Returns – Q1 2021 – Tactical Asset Allocation
In this article, Marius Oberholzer, Head of STANLIB’s Absolute Returns team, provides a breakdown of their 2021 tactical asset allocation and thinking.
Continue readingQ1 2021 – Tactical Asset Allocation – Full Article
In this article, Marius Oberholzer, Head of STANLIB’s Absolute Returns team, provides a breakdown of their 2021 tactical asset allocation and thinking.
Continue readingAsset Allocation views: Dead cat bounce or V for victory?
In this live-recorded webinar, STANLIB’s Absolute Return team share an update on their asset allocation views heading into the third quarter.
Continue readingSouth African Equities – What lies beneath
In this webinar STANLIB’s Head of Absolute Returns, Marius Oberholzer, and Senior Portfolio Manager, Warren Buhai, shared their SA equity thesis, while considering the market shifts in 2020.
Continue readingAbsolute returns: asset allocation during extraordinary times
In this live-recorded webinar, STANLIB’s Head of Absolute Returns, Marius Oberholzer, provides an insightful update on challenges faced by financial markets in light of the coronavirus pandemic.
Continue readingCOVID-19: Absolute Returns perspective
The twin pronged attack of slumping oil prices and a significant economic downturn due to the COVID- 19 induced shutdown is proving historic in its extent and speed.
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