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 readingGlobal macro update with J.P. Morgan Asset Management
As we enter the second quarter, we expect China’s economy to continue to be supported by its Covid reopening, but we see more downside risks in developed economies.
Continue readingSilicon Valley Bank and global banking uncertainty
Fifteen years after the Global Financial Crisis banks may be better capitalised but they are clearly still a source of risk for the world.
Continue readingSTANLIB Flexible Income Fund: Abundant opportunities in 2023
“The party will be in fixed income this year.” That’s how Sylvester Kobo, our Deputy Head of Fixed Income, sums up the opportunities that await investors in this asset class in 2023.
Continue readingSTANLIB selects BlackRock’s Aladdin enterprise to drive growth investment
South African Asset Manager STANLIB selects BlackRock’s Aladdin enterprise investment management technology to drive transformational growth.
Continue readingWhat does SA’s grey listing by the FATF mean for investors?
The Financial Action Task Force announcement that SA will be subject to increased monitoring is likely to have serious repercussions for the country’s links to global financial systems.
Continue readingInPerspective 2023 Roadshow
The recent STANLIB 2023 InPerspective roadshow aimed to give you actionable insights to bring focus in a blurry world. The key question we asked is: ‘where to invest for the best outcomes?’.
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 readingNew Year, Many Futures
In STANLIB’s Multi-Strategy team we recognise that the future is best understood as a range of outcomes and is constantly evolving.
Continue readingJ.P. Morgan Asset Management’s 2023 Long-Term Capital Market Assumptions
J.P. Morgan Asset Management’s 27th annual edition of their Long-Term Capital Market Assumptions report explores how lower valuations and higher yields mean that markets today offer the best potential long-term returns since 2010.
Continue readingSouth African government bonds: cheap now on improving fundamentals
A 2022 bond market investor surveying the wreckage of their portfolio has a lot in common with Dorothy, the heroine of The Wizard of Oz. Like her, they have suffered a perfect storm and awoken to find themselves in a strange new country.
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