Despite a surge in bond prices towards the end of 2023, we retain a positive outlook on US government bonds at their current yields, and believe that South African government bonds (SAGBs) have more to give over the coming year.
Continue readingSouth African National Budget 2024/2025
Against a backdrop of formidable economic challenges, SA’s Minister of Finance, Enoch Godongwana, unveiled his third National Budget for 2024. Considering a landscape marked by high unemployment, weak confidence levels, and pressing infrastructure issues, the Minister navigated a complex fiscal terrain to address the country’s economic woes. With a cautious optimism for growth and a strategic focus on fiscal consolidation, the Budget sets the stage for critical discussions on sustainable economic recovery and long-term structural reforms in the nation.
Continue readingSTANLIB enters into a partnership to bring much-needed energy to SA’s business sector
STANLIB Infrastructure Investments, through the STANLIB Infrastructure Fund II, has joined hands with two long-standing and well-established partners to create an innovative new renewable energy platform, Lyra Energy. The partnership will further enhance its clients’ ability to have an impact through their investments.
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 readingSTANLIB launches fund to help finance the energy transition in Africa
STANLIB is launches the STANLIB Khanyisa Energy Transition Fund. The objective of the fund is to mobilise much needed capital from long-term investors to help finance South Africa’s energy transition needs, extending into the rest of the continent in future.
Continue readingSTANLIB launches new fund to offer higher yield to corporate treasuries
STANLIB has launched a new fund, the STANLIB Corporate Enhanced Yield Fund, in response to demand from SA’s corporate treasuries for a higher yield on a portion of the substantial cash they hold for longer dated requirements.
Continue readingA view to distant horizons with J.P. Morgan Asset Management
2024 Long-term Capital Market Assumptions: Building smarter portfolios for a world in transition.
Continue readingGlobal Equity Views 4Q 2023 | J.P. Morgan Asset Management
J.P. Morgan Asset Management is STANLIB Asset Management’s strategic offshore partner, offering South African investors an opportunity to gain access to significant global reach and depth of expertise.
Continue readingExpand your investment horizons with the STANLIB Global Select Fund
STANLIB has partnered with J.P. Morgan Asset Management (JPMAM) to create an offshore equity fund that offers SA investors a best ideas, diversified “all weather” equity portfolio managed by JPMAM’s world-class equity team.
Continue readingSouth Africa Medium-Term Budget Policy Statement 2023
This year’s medium term budget policy statement (MTBPS) was presented in a domestic environment of low economic growth.
Continue readingSTANLIB, Standard Bank and Liberty to launch Energy Transition Fund
STANLIB, together with group companies, Standard Bank (SBK) and Liberty, are taking an ambitious leap forward to help the energy transition across the continent by launching a large-scale Energy Transition Fund.
Continue reading