Property is often viewed as a homogenous asset class, but every asset presents a unique balance of risk and reward; the decision to allocate between domestic and offshore markets is complex and demands thorough deliberation.Continue reading
The outlook for fixed income remains volatile but we are at the turn in the rate cycle. The party will be in bonds for the rest of this year.Continue reading
The much anticipated Two-Pot Retirement System is scheduled to take effect on 1 March 2024. This represents a significant change to the retirement savings landscape which is vital for advisers to understand.Continue reading
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 reading
Johannesburg, 7 August 2023: STANLIB Asset Management, a leading South African investor in sustainable infrastructure, has today announced the acquisition of a controlling equity interest in Solareff, through its STANLIB Infrastructure Fund II. Closing of the transaction remains subject to obtaining the relevant regulatory approvals.Continue reading
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 reading
South African investors have experienced a reduction in returns from traditional balanced funds over the last few years, with the 5-year rolling return declining over time.Continue reading
Since 2016, STANLIB’s Enhanced Multi Style Equity Fund has combined human ingenuity and world-class data analytics to deliver consistent, market-beating returns at low cost. Citywire rates Rademeyer Vermaak, the Head of STANLIB Systematic Solutions, as one of the top equity portfolio managers in SA. We find out how he and his team approach investing.Continue reading
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 reading
We are just over six months into the year, but very soon Eskom’s load shedding in 2023 will exceed the 11.8 GWh that it failed to supply over the whole of 2022.Continue reading
2022 was the worst year in memory for bond markets. In 2023, despite short-term macro headwinds at both a global and local level, the recent large local cash bonds sell-off is making valuations attractive over
the tactical horizon.
Welcome to the second year of the era of chaos, where interest rates are no longer negative and inflation is no longer a textbook concept. In this brave new world, there continues to be a growing appetite for investing in a more sustainable future. However,
sustainable investing has – for the first time – begun to come under extensive scrutiny from not only investors and activists, but also from regulators and policy makers.