Despite the significant rand weakness over the past two years, we still do not foresee near-term conditions as being rand supportive.
Continue readingFOMO Investing
In this article we unpack two commonly-held assumptions: that one must be in the market on its best days to have a chance of long-term outperformance, and that market timing is impossible.
Continue readingEconomic growth: widening divergence between advanced and emerging economies
According to the World Bank, global growth is expected to slow from 5.5% in 2021 to 4.1% in 2022 and 3.2% in 2023, as pent-up demand dissipates and fiscal and monetary support is unwound across the world.
Continue readingClouds loom over Emerging Markets in 2022 [PODCAST]
In this podcast, Peter van der Ross, portfolio manager in the STANLIB Multi-Strategy team, argues that Emerging Markets (EMs) may struggle to outperform Developed Markets in 2022
Continue readingCan fast-growing markets deliver investors more?
Fast-growing regions should in theory offer investors superior growth opportunities compared to developed markets.
Continue readingInvesting perspectives in a recovering world
In this webinar, STANLIB’s Multi-Strategy Portfolio Manager, Peter van der Ross and Senior Quantitative Strategist, Michael Streatfield provide insightful research as we venture into the second half of 2021.
Continue readingUpdating tactical views on SA Government Bonds
In February 2020, we assessed nominal South African Government Bonds (SAGBs) through our six-lens Tactical Asset Allocation (TAA) framework.
Continue readingUpdating tactical views on SA Government Bonds – full article
In February 2020, we assessed nominal South African Government Bonds (SAGBs) through our six-lens Tactical Asset Allocation (TAA) framework.
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.
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